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Erik has been the lead internal wholesaler for the PenFacs Group since 2012. He was instrumental in growing out our national presence through building and maintaining relationships with our business partners. On a day to day basis, his duties range from hosting client insurance webinars, training producers on concepts, developing marketing presentations, and packaging insurance solutions that best suits our clients needs. Prior to joining the PenFacs Group, Erik spent 5 years building out the national long-term care and disability sales support team for Wells Fargo through SBIA. Erik and his wife Jessie have 2 boys, Justin and Ryan. In his free time, Erik coaches his son’s teams extensively across numerous sports year-round.

Dan is a former IRS Agent and business owner. He joined PenFacs in 2009 and is the Chief Financial Officer and Financial Operations Principal of the Group. In those positions he has the responsibility of maintaining the financial books and records of the Group and overseeing payroll, accounts receivable, and accounts payable issues. This includes the reconciliation of commissions due the Group to insure their accuracy and proper and timely payment execution.  He performs a systematic review of the Group’s financial position and makes daily financial snapshot reports to assist management in tracking the progress being made in meeting the Group’s financial planning goals.  Among his duties he is responsible for monitoring and insuring that net capital and financial regulatory compliance and reporting as well as mandatory record retention requirements are met. Dan’s best reason for being part of the PenFacs Group… “I enjoy working with likeminded experienced professionals that are committed to excellence in meeting client needs who are guided by the knowledge that at PenFacs management regards integrity as not just a word but a way of life.”

Karen joined PenFacs in 2013. She brings more than 20 years of insurance knowledge and experience to our agency. Karen’s extensive insurance background has covered various roles in the industry. Prior to PenFacs she worked at general agencies affiliated with Capitas and Independent Design Group, Sun Life Financial (New Business Case Management) State Farm (Office Manager – Licensed in P & C and Life), Prudential (Registered Representative), and Zurich (Case Management). Karen graduated with a B.A. from the University of Colorado. Karen has lived in several states (WI, OH, CO, CA and now MA) which has led to her love of travel – locally, nationally and internationally. When not working – she loves to spend time with her husband, John and step sons Alex & Jaron. They share a love for all sports (watching and participating). Karen volunteers for the school and city youth sports leagues and serves on a city planning committee.