Dan Bergen
Managing Director of Private Client at Higginbotham, formerly Head of Insurance & Annuities at Goldman Sachs Ayco, specializing in sophisticated financial strategies for high-net-worth families and executives.
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Aug 7, 2026
Andy NearyHOST
When you look back on that journey, because you've done a lot of big things, what experiences most shaped the way you think about serving affluent clients?
Dan BergenGUEST
And I look back, I don't know that I would have changed a thing because you earned your stripes pretty quickly over there or you figure out this career path is not for you.
Dan BergenGUEST
But I hate to sound like the cliche insurance guy who watched a close family member pass away and unfortunately they were not protected.
29 MINS LATER