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Dan Roeske

President and Chief Executive Officer

Dan began his professional career in 1996 with CIGNA Financial Advisors, then known as one of the most successful financial planning organizations in the country. He underwent five years of extensive training and emerged as an exceedingly driven, knowledgeable, and successful financial planner in the industry further proven by being the recipient of multiple Producer of the Year awards.

In 2001 Dan became a founding partner of LifeSource LLC along with three of his peers. LifeSource LLC provided Point of Sale distribution services for UBS, Raymond James, Wachovia Securities, AG Edwards, LPL, and Stanford Financial Group and was a main distribution outlet for five major insurance carriers. With a focus on insurance products, Dan played a key role in offering expert advice and counsel on Estate, Business, Tax and Asset Protection Planning directly to the end client and their advisors. Throughout his tenure with LifeSource, Dan was requisitioned as a key speaker to several major organizations including; YPO, YEO, SIPES, Chevrolet Auto Dealers Association and the Texas State Podiatry Association. In 2003 LifeSource was successfully sold to the BISYS Group Inc. where Dan continued on as a producer, manager, and general advisor to the company.

In 2008 Dan started his own business D. Roeske Financial Services with a main focus on estate planning, asset protection, tax relief, and cash accumulation via life insurance and affiliated with National Retirement Partners. In mid 2009 Dan renamed his company to TailorMade Financial, expanded the business’s focus to include an insurance concierge service, and transitioned affiliations to The Leaders Group.

Dan resides in Houston, TX with his wife, Paula and four children, son Kyle and his triplet siblings Madison, Bradley and Kaley.