DLM & Sons Consulting, Inc.

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Equis Financial

I'm Daniel McRae. Nice to meet you.

Daniel McRae

I'm Daniel McRae. Nice to meet you.

I am committed to protecting and growing wealth for families, to preserve the legacy for generations to come. Our goal is to bring integrity, honesty, and trust to your home as we build a bond not just today, but for years to come. After loosing my wife because of complications after child birth, I no longer wanted to trade time for money once I was introduced to the Life Insurance industry. Now not only am I able to go out and write my own paycheck but I am in a position to be able to teach other people how to do it as well. After experiencing one of the worst times of my life. I am now able to help people before tragedy strikes! Equis Financial truly is the agents company!

Connect with me today.

Email Me Schedule An Appointment Call Me: 240-444-3420

The Agent's Company is much more than a tagline, it's a promise.

Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders.

Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career that is both profitable and fulfilling.

The Agent's Company is much more than a tagline, it's a promise.

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"The Agent's Company" Executive Team

  • Rob Jones of Equis

    Rob Jones

    Executive Vice President of Agency Development

    Integrity Managing Partner

    Get to know Rob
  • Bill Martin of Equis

    Bill Martin

    Executive Vice President of Sales Development

    Integrity Managing Partner

    Get to know Bill
  • Emily White of Equis

    Emily White

    Senior Vice President of Operations

    Get to know Emily
  • Kristan Brockman of Equis

    Kristan Brockman

    Vice President of Marketing & Leads Operations

    Get to know Kristan

Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

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Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

Is Equis the perfect fit for you?

Explore Careers
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We're a partnership of agents and agency builders.

Founded in 2015, Equis agents are expanding across North America to meet communities with the financial answers and solutions people desperately need today.

240-444-3420

Call me today to start mapping out your success with Equis.

We work with companies our clients trust.

Ameritas Logo Assurant Logo Mutual of Omaha Logo AIG Logo Foresters Logo American Logo Transamerica Logo Oxford Life Logo Americo Logo Columbian Logo Athene Logo GPM Logo