About Me

Dan is a seasoned financial advisor with over two decades of experience helping individuals and families achieve their financial dreams. Starting his career as an electronic design engineer, he brought a unique analytical perspective to his work. His MBA focused on small business financial planning, a passion that continues to drive his approach.

While Dan's knowledge and experience extends to various financial needs, he specializes in retirement planning and wealth preservation. Whether you're saving for your future, protecting your assets, or seeking guidance on estate planning, Dan offers personalized strategies tailored to your unique circumstances.

As a wealth advisor, Dan is dedicated to building long-lasting relationships with his clients. He believes in trust, transparency, and a deep commitment to their successes. Dan will put your best interests ahead of his own and provide you with honest answers.

With a strong educational background, including a Bachelor of Science in Electrical Engineering and a Master of Business Administration, Dan is well-equipped to provide experienced financial advice. He holds a life and health insurance license, a securities license, and is an Investment Advisory Representative. Additionally, he is a member of the International Association of Registered Financial Consultants (IARFC).

The satisfaction of his clients is vital to him, and he is proud to have participated in so many individuals' and their families' journeys to financial security. Seeing the clients' financial dreams become a reality is the most rewarding part of his job.

Let's work together to build a prosperous financial future. Contact Dan today for a complimentary consultation.