Our Company

Dan is a financial advisor of Preferred Planning Services, a company that specializes in financial planning for seniors for over 20 years.  He has been an advocate for clients of the financial services industry since 2012, providing retirement income and planning services to families.  He serves as a consultant for elder law attorneys and uses his knowledge and expertise with issues that seniors face to provide comprehensive financial planning for his clients.  He has a thorough understanding of situations and knows how to bring financial solutions to solve them.  He continues to assist clients on crucial topics, including tax efficiency, social security, risk tolerance and retirement income.

Dan is a volunteer educator for the Financial Education Partnership, one of the largest, fastest growing nonprofits in the country.  Through his work with FEP Dan fulfills the mission of the nonprofit, which is to provide financial education and literacy to those looking to more fully understand how their finances work.

Dan is a native of Northeast Ohio and started establishing his roots in Central Ohio while earning his degree from Capital University in Bexley. He now lives in Columbus with his wife and 3 energetic children.  When he isn’t working you can usually find Dan and his family at the pool or a sports field watching his kids compete in one of many activities.

Angela Cline, or Angie as she is known to our clients, is the Assistant to Jim Zifer, the President of Preferred Planning Services. In this role, Angie’s duties range from managing the calendar to ensure our clients get the earliest and most convenient appointment times to preparing and processing claim forms and service requests forms for our clients. Angie also makes sure that Jim has the relevant materials available to provide the top-flight advice our clients have come to expect.

Angie believes that the best way to put your plan in place is to have a highly functioning team. That is why Angie put a priority on assisting the other members of the Preferred Planning Services team and Lavin Law Group providing answers to both clients and colleagues.

Angie Cline has over twenty years of experience in the field, and has been working with Jim Zifer and Preferred Planning Services for the last 17 years. While she is an expert in her position, Angie is still open to learning new and better ways of helping clients. Angie frequently works with our financial partners to keep up-to-date on the latest innovations in the area.

Angie enjoys being outside, whether that is spending time with her friends and family or simply having fun in the sun. Angie lives in Delaware with her two daughters, Taylor and Raygan.

Karen Pissocra is the receptionist and seminar coordinator who works with clients of both the Lavin Law Group and Preferred Planning to facilitate communication, appointments, and events so clients can be confident that their needs and wishes are received by the financial and legal professionals in the office.

For eight years Karen Pissocra has helped both Preferred Planning and the Lavin Law Group to maintain the front office, including gathering, managing, and disseminating incoming information. Karen is also responsible for arranging and announcing the various seminars that members of the community can attend to learn more about taxes, retirement and estate planning, and other valuable topics.

Karen knows that our clients value sensitivity and confidentiality, and our clients know they can rely on Karen to maintain that trust while delivering information and messages to the office professionals. Karen has a keen interest in the concerns of the client and is always working to continue to be worthy of the trust that our clients place in her.

When Karen isn’t working, you can find her in her garden or enjoying time with her family and friends. When she was younger, Karen hailed from Winston-Salem, North Carolina, but has called Columbus, Ohio home for the last thirty years.