Dan works to identify financial solutions that help his clients achieve their short-, medium- and long-term objectives. He is committed to delivering exceptional service, whether it’s helping clients who are investing for the first time, preparing for retirement, protecting assets, or providing employee group benefits for small businesses.
He has previously advised global Fortune 500 companies as a consultant with PricewaterhouseCoopers and Ernst & Young, focusing on the banking, insurance, automotive, and technology sectors. Previously, he worked in higher education to advance academic programing and student scholarship. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating knowledge, expertise and commitment working with retirement plans, along with Series 7 and 66 licenses, as well as various state Life and Health Insurance licenses.