Experience & Expertise

Dan is a CERTIFIED FINANCIAL PLANNER™ and serves as Chair of the firm’s Financial Planning Committee. Dan’s passion lies in helping clients navigate complex issues and in developing, implementing, and monitoring a long-term plan to achieve their goals. In recognizing that investment management is only one piece of the puzzle, Dan serves as a family CFO to his clients to ensure a comprehensive approach to one’s financial picture.

Get Better Acquainted With Dan

Favorite Thing About Working With Clients

“I really enjoy getting to know my clients. Understanding each clients’ goal and value systems helps develop a custom plan that drives positive outcomes in the areas that are most important to them.”

My Philosophy On Client Service

“A commitment to providing quality, reliability, and responsiveness in every interaction.”