Honesty, Integrity and Dedication... You deserve it and I will deliver it

After graduating from West Virginia University in 2001 with a bachelor’s degree in economics, Dan began his career in the financial services industry at the AXA Advisors Manhattan office. During that time, he has worked with individuals and small business owners developing strategies to help them manage their wealth and plan for the future.

In 2008 he completed the At Retirement training program through the Wharton School of Business at the University of Pennsylvania and was awarded the title of Retirement Planning Specialist by AXA Advisors. This program educates financial professionals on the challenges facing baby boomers as they near and enter retirement.

During 2011 Dan completed the rigorous coursework necessary to sit for the CFP® board exam and received the title of CERTIFIED FINANCIAL PLANNER™ in 2012 after passing the exam.

His services include asset management, financial & retirement planning, retirement income distribution strategies, group benefits for businesses including 401k & health insurance, life insurance, disability, long term care and estate planning. 

Dan operates his own office in Sparta, NJ, where he works three days per week, and commutes to Manhattan twice per week.  He lives in the Lake Mohawk Community in Sparta, NJ with his wife Tara, son Brendan and daughter Brigid.

Manhattan Office: 1633 Broadway, 3rd Fl New York, NY 10019.

Sparta Office: 225 Sparta Ave, Suite C Sparta, NJ 07871.