Danielson Insurance Agency Inc

The Team at Up North Financial has over 60 years of industry experience. Mark Herman, CFP, MBA, Owner, enjoys helping individuals with their Investment and Financial Plans. Call Today!

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Dotty Brown has been in the business as a licensed Resident Agent since 1986, with a reputation for excellence in the products and services offered. Jaymi Seeley has also worked with Dotty Brown since 2005 and will continue in her capacity as a licensed Resident Agent and administrative assistant.We are continuing that legacy as BROWN INSURANCE SERVICES LLC to provide a full range of insurance services including employee benefits products and services in addition to individual and Medicare insurance options.