Dan went from being a client to an Advisor for the firm in 2003. Due to his increasing experience and evolving practice, he is now a Vice President entering his 15th year of Financial Planning.
Dan’s finds most fulfilling his ability to assist clients at every phase of their financial lives. For the married couples it might be implementing wealth maximization strategies taking into account retirement, college, life insurance and investment needs. For people reaching retirement it may be retirement income distribution planning; Long Term Care Planning, or Estate & Legacy Planning. Dan also provides a specialized retirement planning solution specifically for School Administrators.
Dan strives to help his clients understand and implement the financial strategies that are consistent to achieving their financial goals – all while building a strong long term relationship. He implements a personal financial planning model to develop the appropriate strategy and then employs products and services individualized to their goals.
Dan graduated from the University of Delaware in 1993 with a Bachelor of Science in Business Administration, Majoring in Marketing. He gained valuable business and interpersonal experience with Hallmark Cards, Sterling International and Sapient Corporation prior to his Financial Planning Career. Outside of work he is President of the West Milford Youth Soccer Organization and coaches soccer and girls softball teams. While he is proud of being a trusted advisor and active in the community, his most rewarding role in life is being a husband and father to his wife Linda and their children Miranda, Madison and Logan.