Dan has focused on the implementation and management of investments, insurance, retirement planning and tax reduction strategies for over 34 years.

A graduate of Gettysburg College, Dan holds the professional designations of CERTIFIED FINANCIAL PLANNER(TM), Chartered Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary and a holds a General Securities license with Osaic Wealth, Inc.He has served as both Treasurer and as a member of the Board of Directors of the Society of Financial Service Professionals and is affiliated with the Greater North Jersey Planning Council.

As a Financial Adviser, Dan concentrates on providing high-level customer service while developing strategies to help you manage personal and corporate finances. Dan’s philosophy is based on the concept of comprehensive financial planning and investment management.  He focuses on the achievement and realization of your stated objectives and concentrates on providing high-level customer service while developing strategies to help you manage personal and corporate finances. 

Dan, his wife Lisa, their son, Dan Jr., and two daughters Katie & Lynne reside in Bergen County, New Jersey where they enjoy numerous outdoor activities including skiing, hiking, and swimming. Dan was instrumental in the formation of the Ramsey Junior Lacrosse Association and served as President for many years. Additionally, he served on the advisory Council for Gettysburg College Athletic Programs.