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.

Todd is a seasoned advisor and business development executive with more than 25 years of experience in the institutional securities and investments business. His principal focus has been advising high-net-worth investors around custom strategies in a Fiduciary capacity. Over the course of his career, Todd has been involved in several business development efforts across multiple asset classes, taking them from the ground up to commercial success.