Dan has successfully worked with Financial Advisors, CPAs, Trust & Estate Attorneys and Property & Casualty firms over the last 23 years as a part of a team providing Estate, Retirement Planning and Advanced Life Insurance Design services. Dan helps guide clients through these complex processes and provides insightful solutions in the areas of; Estate Conservation, Estate Tax Mitigation, Legacy Planning and Wealth Transfer.
Before joining LPL Financial, Dan was a member of New Providence Financial as an Insurance and Financial Services Associate. Dan was previously with Prudential Financial as the Director of Sales Training and was Director of Education with Manulife/John Hancock.
Dan and his wife Stephanie live in Mamaroneck, NY and they have three children; Olivia, Sophia and Timothy. Dan graduated from Clark University in Worcester, MA with a BA in Economics. Dan enjoys watching his kids play sports and is active in tennis, hockey, softball, and mountain bike riding.