Dan is a CERTIFIED FINANCIAL PLANNER™ professional who believes finances don’t have to be complicated. He is passionate about helping clients achieve their financial goals. Dan is detail oriented, straight forward, practical and thorough; he is constantly striving to stay up to date on the latest financial information to benefit his clients.

He graduated from Salisbury University with a bachelor’s degree in Finance and began his career in the financial services industry in 2006. Dan’s nearly fifteen years working in the field shows his commitment to the profession and his clients and speaks to his high level of experience.

Dan enjoys spending most of his free time with his family, including his wife, two young boys and pet dog. He is active in local young professional organizations and organizing events that give back to the community. Dan feels strongly about connecting with other local small businesses and supporting the area. He stays active playing soccer.