Dan Filler

Dan Filler
Senior Insurance & Financial Planning Advisor

Dan Filler has been licensed since 1987, bringing over 35 years of expertise in small business benefits, insurance solutions, and financial planning. Throughout his career, Dan has specialized in developing comprehensive employee benefit programs for companies of all sizes, with a particular focus on physician groups and individual medical professionals. His deep industry knowledge and practical approach have made him a trusted advisor and a sought-after expert in the field.

Dan offers a full spectrum of services including group benefits (health, dental, vision, life, and disability insurance), Medicare guidance, Social Security planning, and tailored financial strategies for both businesses and individuals. His mission is to help clients protect what matters most—whether that’s their health, their income, their retirement, or their business.

What does this mean for you? Dan not only helps you grow and protect your hard-earned wealth, but also safeguards the personal and professional assets you value most.

Dan holds a Bachelor of Business Administration with a double major in Finance and General Business Administration from Ball State University. His academic background, combined with decades of real-world experience, enables him to deliver solutions that are both strategic and results-driven.

Dan is happily married to Judy and is a proud father of four children—Andrea, Daniel, Michael, and Jonathan—all of whom hold bachelor’s degrees and two with master’s degrees. Outside of work, Dan enjoys traveling, spending quality time with his grandchildren, and cheering on his daughter in her professional softball career.

To explore how Dan can help you or your business with insurance solutions, employee benefits, or financial planning please don’t hesitate to reach out. He looks forward to helping you achieve your financial goals—together.