Dan has been in the financial services industry since 1986. He has expertise in business and personal planning. He is constantly monitoring changing trends in the economy and the industry so he can find the best solutions for our clients.

Dan knows that it is important to work with other professionals in a team approach to come up with the most holistic solutions that assure the best outcomes for our clients. A natural leader he has been active within the industry and served as President of the National Association of Insurance and Financial Advisors for the Greater Washington DC Chapter from 2019 through 2021. He is also on the board of directors for the Helping Hands Society, a charitable organization. His interests revolve around his family. He and his wife Karen, have three wonderful adult children and 6 grandchildren. Dan also enjoys watching baseball, studying history, and learning new things.