As a broker, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are specialized and different from the industry. The model that he uses allows him to analyze almost every financial decision that a client could want to look into.

Dan’s advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the region’s leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.