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.
We believe a proper foundation is fundamental to success.
Our broker dealer partner behind the scenes
Stratos Wealth Partners
Elevating financial strategies. We partner with Stratos for a variety of services.
Quality insurance firms
We represent many great companies with long term track records of proven success.
We have aligned ourselves with many of the top tax experts in their fields of experience.
UNIQUE service platform options
We are not limited. For the right amount of assets, many options exist for you to utilize. We often get creative in our thinking!
We can represent many different banks and can help clients purchase a wide variety of banking oriented products
Mutual fund and money managers
We represent many but have a few that we end up using more often due to proven success at fair prices.
Attorneys at law
We have many local attorneys that we have partnered with offering services to clients along with a several national relationships we call in when the time is needed.