Dan has been involved in the financial services industry since 2001. He possesses an in-depth knowledge of investments and insurance and has built a sound reputation for seeking to design efficient wealth creation and preservation strategies for clients.
As a Wealth Consultant, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are specialized and different from the industry. The strategies that he uses allows him to analyze almost every financial decision that a client could want to look into.
Dan’s advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the region’s leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.