Dan has been in the financial planning business his whole life. With family legacy back to the 1950’s, Dan has perspective beyond his years. Surrounded by the best of the best, Dan has a unique ability to help simplify your financial life.
Dan takes time to learn what is important to you, and then develops comprehensive strategies, maximizing efficiency with cash flow. He paints a clear understanding of your current situation and is able to leads clients to make confident educated decisions in the future. Through the process we aim to build wealth, potentially reduce taxes, and protect the people you care about most. The plans we utilize keep clients on track and are also flexible as your goals, dreams, and priorities change.
Dan held several entrepreneurial positions before joining the the financial world. Graduating from UNCC in 2008, worked in the Adirondack Mountains for the Nature Conservancy, and started several business ventures. For fun Dan and his wife Lucy like to hike, camp, and fish. They are active with the Catawba Riverkeepers and love their dog Bacon.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.