Dan has over 30 years experience in financial services, wealth management, public accounting and tax planning. Dan utilizes a comprehensive approach to wealth management, which includes assisting clients with wealth management, cash flow & debt management, family risk management, retirement planning, education planning, legacy planning, business planning and special situations planning.
Dan is a graduate of Cayuga Community College and SUNY @ Albany. Dan’s credentials include Certified Public Accountant (CPA) and Certified Financial Planner Professional (CFP®).