As an Executive Financial Consultant in a private wealth management practice, Dan holds designations of CERTIFIED FINANCIAL PLANNER^® (CFP), Registered Retired Consultant (RRC), and Elders Planning Certificate (EPC). He specializes in high net worth portfolio management, providing sound advice and financial support to retirees, small business owners, and multi-generational families who have worked hard to accumulate wealth and have a desire to protect it.

Dan builds customized solutions tailored to clients' life goals, focusing on all aspects of their financial needs. With over 28 years of experience, Dan is confident that he, along with his valuable team, are most capable of providing sustainable plans for generations to enjoy.