Dan joined the firm in 2017 as a Associate Financial Professional ( formally "Business Development Associate") driven by his passion for empowering others to achieve financial clarity and success. Today, as a trusted advisor and financial planner, Dan specializes in helping high-income business owners and professionals protect, grow, and enjoy their wealth through customized strategies and personalized service.
Dan earned his Bachelor’s degree in Business Marketing with a minor in Finance from Niagara University in 2016, followed by an MBA in Strategic Marketing and Financial Planning in 2017. This strong educational foundation enables him to provide practical solutions that align with his clients' goals while maintaining a forward-thinking, growth-oriented perspective.
Outside of his professional pursuits, Dan enjoys outdoor activities, whether it's golfing, attending a Buffalo Bills game, or spending quality time with his family. He is also deeply committed to giving back and actively supports nonprofit organizations in the Buffalo-Niagara community, including Carly’s Club, the Make-A-Wish Foundation, and the Cystic Fibrosis Foundation, which hold special significance to him.
Dan’s approach is as intentional as it is personal, reflecting his commitment to making a meaningful impact in the lives of others, both professionally and in the community.