Dan has been helping individuals, families and small business owners make smart financial decisions for the last 25 years. He began his career in the banking industry and achieved his CERTIFIED FINANCIAL PLANNERTM designation in 2008.
Dan enjoys spending time with his clients to learn about their goals and dreams and develops strategies to compliment these aspirations. He specializes in retirement income and next generation beneficiary planning.
Dan values the virtues of solid financial planning with a focus on risk management. He has navigated clients thru many ups and downs in the financial markets including the Dotcom bubble in the late 90's, the global financial crisis in 2008, and most recently the COVID-19 pandemic. Dan holds his Series 6, 7, 24 and 65 FINRA licenses as well as a NYS Life Accident & Health Agent license.
Dan resides in Webster with his wife Heather. He enjoys cooking, live music, golfing with friends, and spending time outdoors.