Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being.  With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing.  He takes the time to understand what matters most to you, whether it's retirement, investing wisely, or protecting your wealth.  Dan will connect you with the right advice and guidance to help you get there.  His approach is personal, practical, and focused on helping you feel secure about your financial future.

Dan is originally from Newtown, Connecticut and relocated to the Charlotte Metro area in 2021.  When he’s not working with his clients, you can catch him on one of Charlotte’s greenways with his wife and son.