Your Ally.
Your Resource.
Your Advocate.

With over two decades of entrepreneurial and financial experience, Ben stands as a dynamic force in the business world, recognized for his exceptional leadership in building and growing successful enterprises. Ben’s illustrious career is marked by the founding and expansion of two publicly traded companies, both of which have flourished into multi-billion-dollar entities.

A seasoned professional with a unique skill set, Ben brings a wealth of financial markets experience to his role at Alto Financial Group. His track record includes steering two initial public offerings on both the NYSE and the NASDAQ, overseeing numerous secondary public equity offerings, private debt offerings, public debt offerings and private equity fundraising efforts. Additionally, he has played a key role in orchestrating various mergers and acquisition transactions, showcasing his versatility and strategic acumen.

Before making his mark in the business world, Ben commenced his professional journey as an active duty commissioned officer in the United States Army, eventually leaving the service with the rank of captain. This early experience instilled in him a sense of discipline, leadership and determination that would prove invaluable in his subsequent entrepreneurial ventures.

Ben’s contributions extend beyond the boardroom, as evidenced by his role as a director of Rex Energy Corporation (NASDAQ) from March 2007 to October 2010 and as chairman of the board of Eclipse Resources Corporation (NYSE) from 2015 to 2019. His strategic guidance and leadership have left an indelible mark on the companies he has been associated with, contributing to their growth and success.

A proud alumnus of Pennsylvania State University, Ben holds a Bachelor of Science degree in finance. His academic foundation, coupled with his wealth of practical experience, positions him as a well-rounded leader with a deep understanding of financial dynamics.

Ben’s achievements have not gone unnoticed, as he was awarded the Ernst & Young Entrepreneur of the Year in 2010 in the Western Pennsylvania region. Furthermore, Fortune Magazine recognized his outstanding contributions by naming him one of the Top 40 Executives Under 40 in 2013.

Ben’s commitment to excellence is further demonstrated by his maintenance of his Series 65 license as well as life insurance and fixed annuity licenses in 26 states.

With an illustrious career spanning over 35 years, Dan has emerged as a distinguished figure in the financial services industry, renowned for his commitment to client well-being and innovative approaches to training and growth. His journey began in the commercial advertising business, where he not only set sales records but also established a reputation for recruiting excellence that resonated nationwide.

In 2006, Dan transitioned into the insurance and financial services sector, laying the foundation for Team Dream Financial, a venture that would evolve into the thriving entity known today as Alto Financial Group. Over the past 15 years, he has played a pivotal role in the company’s growth, transforming it into a powerhouse with over 200 agents and advisors spread across 28 states, focusing on the public employee sector within the financial services industry.

One of Dan’s key contributions lies in the development of innovative training systems. These systems have not only empowered Alto Financial Group’s agents and advisors but have also fostered a culture of continuous improvement and client-centric service. Through his leadership, Dan has propelled the organization to new heights, ensuring that the team is well-equipped to navigate the complexities of the financial landscape and deliver unparalleled service to clients.

Dan’s commitment to education and service is reflected in his mission: to change the way people are treated in the financial industry. For him, it’s not about sales; it’s about providing genuine service and education that transcends traditional client-advisor interactions. This philosophy has not only shaped the ethos of Alto Financial Group but has also set a standard for ethical and client-focused practices within the industry.

Holding a Series 65 license, along with life insurance and fixed annuity licenses in 17 states, Dan remains at the forefront of industry compliance. As an Investment Advisor Representative offering advisory services through Encompass More, it’s clear that he is dedicated to upholding the highest standards of professionalism and integrity.

It’s worth noting that while Dan’s commitment to service remains unwavering, he ensures transparency by highlighting that Encompass More, through which he offers advisory services, is not affiliated with Alto Financial Group. This commitment to transparency underscores his dedication to providing clients with unbiased and objective financial guidance