President & CEO
Dan Blake is a seasoned financial planning professional with over thirty years of experience helping clients plan for their future. After serving in the U.S. Marine Corp., Dan began his career in financial services with a local public...
Joe is a consultant and intermediary to family held, high growth, and small-cap companies. He has advised closely held and family held businesses on succession planning, investment transactions and exit strategies. Joe has deep...
VP & Partner
Nanci Pipo became the second employee of Southtowns Financial Group when she joined the firm in 1997 as Dan's assistant. With Dan's support, Nanci took full advantage of the myriad of educational opportunities the financial services...
Client Relationship Manager
Natalie Kane is the first point of contact for clients and prospects that call or visit Southtowns Financial Group. Natalie joined the firm in 2014 and is responsible for all client scheduling, office management and connecting clients...