Dan serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. This comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.
Dan’s experience as a financial consultant spans more than 20 years. During that time he has helped many individuals, families, and business owners using a holistic advisory approach. Dan cares about his clients’ financial and personal success, as his entire career has been spent assisting his clients in achieving their life goals.
Dan holds degrees in both Business Economics and Business Management from Pennsylvania State University and served in the U.S. Marine Corp Reserves from 1992-1998. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Now living in Pittsburgh with his wife and three children, Dan coaches soccer and baseball for North Hills and is a board member of the Valley Brook Swim Club. He enjoys traveling, outdoor activities, the arts and time with his family.
*See all Creative Planning disclosures and sources.