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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 protection strategies for clients.
As a broker, 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 model 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.
Dan is a graduate of Grace College and is a registered representative with LPL Financial and investment advisor representative with Stratos Wealth Partners. He regularly participates in workshops and study groups to stay on top of the changing economic landscape and wealth management trends and techniques.
He is active in his local community serving on several boards and always willing to help teach, mentor, or provide advice to those who need it. Dan and his family, Jillian and Grace, are charitably inclined and believe in treating others as they would want to be treated. One of his passions in life is to help others and his career allows him to fulfill this in many different ways.
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We conduct web meetings or face to face based upon your preference.
With no proprietary product or quotas, we offer access to a broad universe of products and services from different companies to meet your needs.
You can feel confident that your consultant at Innovative Wealth Partners has the access to comprehensive research, infrastructure, and support systems that help manage your financial life.
We look forward to serving you!