Dan focuses on business development and sales for May, Bonee & Clark. Dan has been in the insurance industry for over 10 years and is fully licensed to provide property & casualty, life, disability, health insurance and employee benefits for individuals and commercial clients. A graduate of Holy Cross, Dan is active in his community and is on the Board of Covenant Preparatory School. He and his wife, Kelly, are co-founders of Johnny’s Jog for Charity, a nonprofit based in West Hartford dedicated to assisting local children’s charities. He is also on the planning committee of the Miracle League of Connecticut. Kelly and Dan have three children.
Ryan Friedman has over 15 years experience with a focus on Employee Benefit design, implementation, compliance & technology. He assists public and private sector clients of varying sizes in the negotiation and implementation of a wide variety of insurance products and specializes in consumer directed and self-funded health plan strategies for clients focusing on wellness and ease of administration. A University of Rhode Island graduate, Ryan supports a number of local charitable organization and serves on the board of Connecticut Main Street Center. Ryan and his wife Nickie live in Farmington with their son.
Tom Clark, Dan’s father, focuses on the daily operations of the firm and marketing. Tom has spent most of his career running small businesses as an owner and investor and has had significant experience with nonprofit financial management. After graduating from Harvard College and the Wharton School, he worked on Wall Street before co-founding a successful municipal bond firm in Hartford. In addition to small business activities, Tom has served on several for profit and nonprofit boards. He and his wife, Margy, live in Avon, CT and have three children and seven grandchildren.
Edwin H. May III, CLU, ChFC
Ted’s background in insurance and financial planning spans 40 years. A Chartered Life Underwriter and Chartered Financial Consultant, he is also a registered Investment Advisor Representative and a Certified Insurance Consultant. A graduate of Williams College, Ted and his family live in Wethersfield.
Philip M. Bonee, CLU
Phil’s career in insurance and financial planning covers more than 40 years. He is a Chartered Life Underwriter, a registered Investment Advisor Representative and a Certified Insurance Consultant as well. A Fairfield University graduate, Phil and his family live in West Hartford.
Both Ted and Phil are members of the Financial Planning Association, National Association of Financial Service Professionals, and the Estate and Business Planning Council of Hartford.