At Finn Financial Group, we specialize in structured settlements, structured attorney fees, structured installment sales, and other tax-advantaged payment solutions that safeguard your financial future. We partner with you to create a guaranteed payment plan designed around your life, your goals, and your family’s needs.
Since our founding, we’ve earned the trust of claims administrators, personal injury attorneys, mediators, business brokers, wealth managers, and government agencies nationwide. But our real measure of success is the financial security and peace of mind we deliver to individuals and families navigating major life transitions.
We serve as your educational resource, your advocate, and your long-term partner.
We listen.
We care.
We’re here for you.
Our Team
Dan Finn CPCU®, CSSC®, MSSC®, RICP®, CEPA®
Before Dan Finn spent more than three decades specializing in structured settlements and tax-advantaged payment solutions, he built a diverse career as a claims adjuster, claims manager, and claims training coordinator—preceded by earlier roles as a public school teacher, basketball coach, carpenter, and even a professional actor with stage and television credits. These experiences taught him how to connect with people, communicate complex ideas clearly, and help others find confidence in challenging moments.
Fully licensed and appointed with the nation’s leading life insurance companies, Dan has built trusted relationships with casualty carriers, risk managers, attorneys, and other stakeholders who regularly refer files to him to develop structured settlement plans. He also partners with business brokers, CPAs, and other advisors on Structured Installment Sales for business owners and real estate transactions.
Dan holds the industry’s most respected credentials, including the Master’s Certificate in Structured Settlement Consulting® and Certified Structured Settlement Consultant® designations from the University of Notre Dame in conjunction with the National Structured Settlements Trade Association (NSSTA). He’s recognized as an AM Best Recommended Expert Service Provider and was among the first in the nation to earn his Retirement Income Certified Professional® designation from The American College of Financial Services.
A member of NSSTA since 1991, Dan served five years on its Board of Directors, including one term as President and Chairman. He’s a Fellow of the Claims & Litigation Management Alliance, and a member of the Society of Insurance Trainers & Educators, the California Association of Business Brokers, and Exit Planning Institute.
Dan regularly conducts educational seminars for claims professionals, attorneys, financial advisors, and business professionals, many approved for continuing legal education credit by the State Bar of California. A published author, his articles on structured settlements and tax-advantaged payment solutions have appeared in The CPA Journal, Plaintiff, Workers’ Compensation, Claims Management, Realty Times, and other industry publications. He graduated from Ohio State University with a Bachelor of Science in Education and studied cash flow analysis, taxation, and retirement planning at the University of California, Irvine, to deepen his expertise in comprehensive financial planning. He is also a Certified Exit Planning Advisor® (CEPA®), strengthening his expertise in helping business owners navigate successful transitions.
Ready to explore your options? Dan welcomes your call.
Tracey DeMaria
Tracey DeMaria’s journey to structured settlements began in an unexpected place: managing operations at a New York City homeless shelter. After graduating from Binghamton University with a degree in Business Management and a minor in Marketing, it was there that helping a colleague with a personal injury lawsuit opened the door to the legal world—and ultimately to her life’s work.
She began her career as a paralegal with a law firm in New York, giving her a unique understanding of both the legal and financial aspects of personal injury litigation. After transitioning to a firm closer to home following the birth of her son, she was put in charge of the structured settlement department—where she discovered her passion for helping injury victims secure their financial futures. She then joined a prominent structured settlement brokerage where she spent over two decades honing her expertise.
As Finn Financial Group’s Case Manager and Document Coordinator, she brings over 20 years of specialized experience in structured settlements and settlement planning. She brings experience from both plaintiff and defense perspectives, managing complex cases with precision and care.
Her expertise extends beyond traditional structured settlements to include non-qualified assignments, Medicare and Medicaid lien resolution, Medicare Set-Asides, Structured Installment Sales, Qualified Settlement Funds (QSFs), and trust administration. Her thorough approach and attention to detail ensure every case is handled professionally and efficiently.
A devoted basketball mom for over 20 years, Tracey brings that same dedication to every client. “I treat each case like it was for a family member,” she says—and that personal commitment shows in everything she does.