Meet the Leadership Team
Who are leading the way to catalyzing change in the Medicare industry
Daniel Mcdonald
Co-Founder of AdvisorShare, AS Wealth Management, and AS Medicare Partners
Before devoting his work fulltime to AdvisorShare in 2020, Daniel served as Regional Director to a traditional face-to-face wholesaling firm helping them grow to be the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.
Roccy M. DeFrancesco
Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license) and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in Michigan (license inactive in Indiana).
Rely on Your Own Business for Marketing: Say goodbye to dependence on carriers and external resources. AdvisorShare gives you the marketing tools and support you need to succeed on your own terms.
The Medicare space is filled with outdated models that don’t offer the transparency, ownership, or support advisors need to succeed. AdvisorShare is different:
Own a Piece of What You’re Building: With AdvisorShare, you can be part of the company you’re helping to grow. As part of our transparent model, you receive equity ownership — something other companies in the space simply don’t offer.
Profit/Revenue Share: Benefit directly from the success of the company. AdvisorShare’s structure allows you to profit from the work you put in and the clients you help.
Why AdvisorShare?
The Medicare Industry Needs a Change, and You Can Be Part of It.
