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Dan has been an insurance agent since 1989 and has seen huge changes in the insurance environment over those years. He maintains the
following professional accreditations: Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), Chartered Financial
Consultant (ChFC), Certified Financial Planner TM (CFP), Registered Benefits Consultant (REBC), Certified Funds Specialist (CFS), Chartered
Retirement Planning Counselor (CRPC), Chartered Advisor for Senior Living (CASL) and Certified Insurance Counselor (CIC).
Member and Board Member of the Cheviot-Westwood Kiwanis along with the new Harvest Home Fair Association, Inc. Proud volunteer and Board Member of Manna Outreach Inc. an emergency food pantry. Also a member of the Aces Club, an orginization that started in 1941 by 7th and 8th grades and today families have fun and money is raised for kids.
Dan and Trudy have three children, Bradin, Mariah, Brett & Sallie the beagle. Dan enjoys going to the swim club, camping, fishing and watching his kids playing sports, coaching basketball & soccer.
Member and Board Member of the Cheviot-Westwood Kiwanis along with the new Harvest Home Fair Association, Inc. Proud volunteer and Board Member of Manna Outreach Inc. an emergency food pantry. Also a member of the Aces Club, an orginization that started in 1941 by 7th and 8th grades and today families have fun and money is raised for kids.
Dan and Trudy have three children, Bradin, Mariah, Brett & Sallie the beagle. Dan enjoys going to the swim club, camping, fishing and watching his kids playing sports, coaching basketball & soccer.
Chad has been a partner at Roth & Reynolds since 1991. Chad's interests include golf, the beach, and music. He is a devout Cincinnati Reds Baseball fan
and loves Jimmy Buffett's music. He is an experienced baseball card collector as well. Chad is married to Sarah and has three cats Easy, Boots and
Hansel. Chad was employed with a national insurance company's claims department from 1987 till 1989, underwriting until 1991 and with Roth &
Reynolds ever since. Chad has years of experience in writing all lines of insurance for his clients.
Jenny has been a part of the Roth & Reynolds Team since 2002. She enjoys playing board games, camping, football, photography and riding ATV's.
She is married to Jeremy and they have 2 dogs, Cujo & Sophia. Jenny is the licensed office manager, her duties include office operations, customer
relations and quoting insurance.
We appreciate your business
Connie has been a part of the team since 2008. She is Dan's sister-in-law. Connie is married to Ron and has four children, Sami, Olivia, Jack and Neal.
She enjoys camping, gardening, rock & roll music and spending time with her family and friends.
Paul brings experience to our firm, having first entered the financial services business in 1972 with Prudential. Since then, he has focused primarily on
life insurance planning for his clients. He represents both businesses and individuals. Paul received his Chartered Life Underwriter designation in 1985.
Paul and his wife Mary Anne live in Green Township and have two adult children, Paul Jr. and Jim and they have one grandchild. Paul is an enthusiastic golfer and follower of Xavier University basketball.
Paul and his wife Mary Anne live in Green Township and have two adult children, Paul Jr. and Jim and they have one grandchild. Paul is an enthusiastic golfer and follower of Xavier University basketball.