Dan started working with his Dad, Bill Raycroft, CFP,CLU,RFP on July 2, 1991. Since his father's passing in 2013 Dan has taken over the responsibilities of the Peterborough office. Dan is a CERTIFIED FINANCIAL PLANNER® Professional, Investia Financial Services Inc., and INSURANCE ADVISOR, Hollis Insurance Inc.
Dan is married to Tracey and they have two daughters.
Jason is a CERTIFIED FINANCIAL PLANNER® Professional, Invesita Financial Services Inc., and INSURANCE ADVISOR, Hollis Insurance Inc., and has worked in the financial industry since 1995. He joined Raycroft Financial Planning in 2000.
Jason is married to Christa and they have a son and daughter.
Noreen manages the staff payroll, accounts payable and receivable and assists with regular office duties
Lynn provides data and administrative support to Dan and Jason with regard to document and electronic processing.
Nicole is a graduate of Trent University and is our bubbly voice on the phone. She provides administrative support to Dan and Kyle for insurance and mutual funds.