TACT Financial Your Trusted Partner in Financial Success
Plan for tomorrow today!
TACT Financial Your Trusted Partner in Financial Success
Plan for tomorrow today!
About Us
Over 50 years of combined experience
Welcome to TACT Financial, where we specialize in providing comprehensive financial solutions to help you secure your future and protect your loved ones. With years of experience in life insurance, annuities, mortgage protection, final expense planning, trading and investing, estate planning, and Medicare Advantage plans, our dedicated team is committed to guiding you through the complexities of financial planning with clarity and compassion.
At TACT Financial we understand that every individual and family has unique needs and goals. That’s why we take the time to listen and develop personalized strategies that align with your specific circumstances. Our mission is to empower you with the knowledge and tools necessary to make informed decisions about your financial well-being.
We believe in building long-lasting relationships based on trust, integrity, and transparency. Whether you're looking to protect your assets, plan for retirement, or ensure that your loved ones are taken care of, we are here to support you every step of the way.
Explore our range of services and discover how we can help you achieve peace of mind and financial security for the future. Thank you for considering TACT Financial—your partner in planning for what matters most.
Our Team
Dan Cook
Brian Grolemund
Brian Grolemund
Founder of TACT Financial in 2006 from Lillington, NC. He attended college at the University of North Carolina at Greensboro on a tennis scholarship. Earned his degree with a BS Finance & Insurance.
Dan’s professional career has spanned 18 years at the intersection of financial services, life insurance, estate planning, mortgage prot
Founder of TACT Financial in 2006 from Lillington, NC. He attended college at the University of North Carolina at Greensboro on a tennis scholarship. Earned his degree with a BS Finance & Insurance.
Dan’s professional career has spanned 18 years at the intersection of financial services, life insurance, estate planning, mortgage protection and annuities, Dan epitomizes expertise, integrity, and unwavering commitment to his clients' financial well-being. From the outset of his career, Dan has been dedicated to guiding individuals and families through the intricate realms of wealth management, risk mitigation, and legacy estate planning.
Brian Grolemund
Brian Grolemund
Brian Grolemund
In 1996, Brian earned his Bachelor of Science in Finance from the University of South Florida. Subsequently, he joined Advest, later acquired by Merrill Lynch, where he served as a stockbroker. Brian held Series 7 and 63 licenses, complemented by licenses in life, health, and variable annuities.
With 26 years of experience in the financ
In 1996, Brian earned his Bachelor of Science in Finance from the University of South Florida. Subsequently, he joined Advest, later acquired by Merrill Lynch, where he served as a stockbroker. Brian held Series 7 and 63 licenses, complemented by licenses in life, health, and variable annuities.
With 26 years of experience in the financial sector, Brian has cultivated a deep understanding of the intricacies of markets, investments, and financial planning. His mission is to empower his clients to make informed decisions that align with your goals and aspirations.
Brian’s approach is rooted in a commitment to personalized service and integrity. He believes that trust is the cornerstone of any successful financial relationship.
Brian brings a wealth of knowledge and expertise to every interaction. Whether it's crafting a comprehensive investment strategy, optimizing your portfolio, estate planning or planning for retirement, he is dedicated to helping clients achieve financial success.
Mike Dalton
Mike Dalton
Mike Dalton
With over a decade of expertise in estate planning and financial markets, my journey began in 2008 when I became licensed and commenced my career with New York Life. Before joining New York Life, I pursued my education at the esteemed University of Connecticut.
With a strong foundation in the financial markets, real estate and estate plan
With over a decade of expertise in estate planning and financial markets, my journey began in 2008 when I became licensed and commenced my career with New York Life. Before joining New York Life, I pursued my education at the esteemed University of Connecticut.
With a strong foundation in the financial markets, real estate and estate planning, my career has been dedicated to helping individuals and families navigate the complexities of wealth management and preservation of assets. Through meticulous analysis and strategic planning, I assist clients in safeguarding their assets and ensuring a seamless transfer of wealth to future generations.
Sam Evans
Mike Dalton
Mike Dalton
Originating from East London, Mr. Evans proudly holds degrees from the University of Central Lancaster and the Forest School in London, UK. During his tenure, he served as the Head Analyst at Bull and Bear Securities in Oslo, Norway. Additionally, Mr. Evans is licensed in life, health, and annuities insurance, possesses a FINRA Series 3 l
Originating from East London, Mr. Evans proudly holds degrees from the University of Central Lancaster and the Forest School in London, UK. During his tenure, he served as the Head Analyst at Bull and Bear Securities in Oslo, Norway. Additionally, Mr. Evans is licensed in life, health, and annuities insurance, possesses a FINRA Series 3 license for trading futures, and has successfully completed the Series 65 Uniform Investment Advisor Law Exam.
Along with estate planning and life insurance Samuel joined Bustamante & Co. an Investment and Advisory firm in October 2023 as the Chief Operating Officer. Prior to Bustamante & Co. , Mr. Evans spent two decades in the futures and commodities space within various roles. Mr. Evans started his professional career with Bull Bear Securities.
Samuel is dedicated to helping families reach their financial goals and preserve generational wealth through estate planning, trusts and investments and has also taught over 100,000 people worldwide on various financial concepts and investing methodologies.