For more than 32 years, Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach.  As client's move from the wealth accumulation phase to wealth distribution, Dan focuses on asset location and income planning strategies.

From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend. And today, Dan has achieved President’s Club status, which ranks him among the top Advisors in the firm.

• Forbes Best-in-State Advisor 2020 (OH)

• B.S., Finance, Miami University, (Ohio)

• Series 7,31,63 and 65 securities licenses

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI