Dan began his financial planning practice in 2003, after graduating from the University of Rochester where he minored in electrical engineering and majored in economics. Early on, he joined a group that specialized in the 403(b) marketplace with a focus on educators. Since then, he has continued working with individuals and their families to help them achieve their financial goals.
In October of 2014, Dan joined American Portfolios and helped establish iTP Partners, LLC with a vision of engaging with clients in new and unique ways.
In March 2020, Dan received his CFP, Certified Financial Planner designation. Dan’s focus is on creating comprehensive financial plans geared towards not only helping clients focus on just their investments but rather on all the major components of their financial lives.
In 2015, Dan moved to Saratoga, New York where he and his wife, Ashley, along with their three children, Ryah, Harper, and Kinley, built their home on his wife’s family farm. During the fall season and into December, Dan spends his weekends working on the fall business and Christmas tree farm.
Dan still travels monthly to Rochester to meet with his clients as needed. He holds his series 7, 66, and life & health licenses. He also has his certification for NYS Partnership long-term care.