Dan grew up in the Chester County Pennsylvania area. In 1995, upon graduating from Penn State University, Dan immediately took the Series 7 exam becoming licensed and registered to help clients achieve their goals with financial instruments.
Dan has been working for over 30 years in the field of planning and investments helping clients to achieve their financial goals. During his career, Dan has acquired several financial designations, including CFP®, ChFC, CFBS, CFS®, CLTC, CPFA®, QPFC .
Dan dedicates a significant amount of his time towards financial awareness through public seminars and employer financial wellness and education meetings.
Dan participates in local 5K races, kayaking on the Brandywine and Marsh Creek with his family as well as attending Penn State and other NFL and NBA games.
Megan Charron was born and raised in Honey Brook, PA. She began working with Dan Batty in 2002. She obtained her PA Life & Health license in 2010 and is a Notary Public as well. Her top priority is exceeding client expectations through long-term relationships and providing attentive service.
Megan’s responsibilities encompass implementing employee benefit strategies designed to attract and retain talent. She effectively addresses customer inquiries, clarifies coverage and premium details, and communicates policy or billing changes to clients. Additionally, she reviews benefits coverage with new employees, and facilitates the onboarding and offboarding processes through Employee Navigator.
Away from the office, Megan enjoys spending time with her kids, friends and family, going to the gym, watching football, baseball and any kind of car racing, along with relaxing at the beach any time she gets to do so.
Gwen Harrison was born and raised in Huntingdon Valley, PA. After graduating from Temple University with a Business Administration degree, she was employed in the Telecommunications industry as a Sales Engineering and Customer Service manager. She joined UFG Benefits in 2008.
As a Benefits Support Associate, Gwen assists our clients with their benefit enrollments, changes, and coverage questions.
Gwen enjoys spending time with family and friends, especially while participating in outdoor activities. She enjoys reading, and is a big Philadelphia Phillies fan.
Lindsay Kennedy was raised in West Chester, PA. She worked for a local manufacturing company for over 15 years all while obtaining a degree in applied science and eventually managing their accounting department. When the business was sold, she reconnected with the team at UFG Advisors and was eager to start a new journey working alongside their benefits team in 2023.
As a Benefits Support Associate Lindsay assists clients with onboarding, Employee Navigator and Medicare enrollments.
Away from the office Lindsay enjoys spending her free time with her family and friends. She enjoys cooking for her loved ones and weekends away at their mountain home. You can always count on a good laugh when you encounter a conversation with Lindsay.
Cameron was born and raised in Royersford, PA. He attended West Virginia University, where he earned his Bachelor of Science in Finance, building a strong foundation in financial principles. He also honed his client service skills through his involvement in campus organizations, where active social engagement helped strengthen his communication and interpersonal relationship abilities.
Cameron began his career in the financial industry in May 2026 when he joined UFG Advisors as a Retirement Plan Services Coordinator. In his role, he supports both clients and internal operations by facilitating the flow of essential forms and documentation, assisting clients with account-related inquiries, and helping ensure a smooth and efficient retirement planning experience. His attention to detail and commitment to clear communication allow him to effectively support both his clients and his team.
Outside of the office, Cameron enjoys spending time with family and friends, while maintaining an active lifestyle. He is passionate about outdoor activities such as golfing, snowboarding, and hiking. He is also an active supporter of all Philadelphia sports teams, with his favorite team being the Eagles.
Born and raised in Bucks County, PA, Mark earned his Bachelor of Science degree in Mechanical Engineering from Temple University. With over 20 years of leadership experience in business development and strategic market expansion within engineering firms and the construction industry, he has built a reputation for driving growth and cultivating lasting partnerships.
Recognizing the critical role of financial sustainability in business success, Mark transitioned his expertise toward supporting Dan Batty and UFG Benefits in helping companies and key personnel achieve their long-term financial objectives. As a Dir. of Strategic Development, he applies his technical knowledge, industry experience, and relationship-building skills to help UFG guide its clients in securing their financial futures.
Mark is particularly passionate about supporting family-owned businesses, as part of UFG’s active approach to optimizing group retirement plans and benefits. His goal is to assist in ensuring companies offer competitive retirement solutions that attract emerging talent while fostering loyalty among seasoned professionals.
Outside of his professional endeavors, Mark enjoys spending time with family and friends, playing golf, and engaging in outdoor activities. A devoted Philadelphia sports fan, he proudly cheers for his hometown teams—Go Birds!
