Dan has always had a passion for helping others. Shortly after graduating college, Dan joined Guardian. In 2014, Dan was promoted to managing and overseeing the agency’s Disability Insurance department. These experiences gave him the opportunity to see the positive impact financial professionals have on the lives of their clients. In his own life, Dan saw how the absence of proper planning could have a catastrophic effect.
When Dan was a junior in college, his father, an independent business owner and the family’s breadwinner, was diagnosed with a debilitating illness. Not having planned for this life event, nearly everything his dad had worked so hard to create had been undone. Seeing the importance of addressing all of a client’s financial needs, Dan was led to Edgewood Advisors.
Since transitioning to a Wealth Management Advisor, Dan has focused on supporting clients across all stages of life, from the accumulation years to retirement. Providing protection strategies and investment solutions that are tax-efficient, well diversified, and risk-appropriate. Dan’s goal is to be continually invested in his client’s lives: providing guidance throughout all of life’s milestones and everything that happens in between.
Dan lives in Astoria, NY with his wife, Emily, and their dog, Afton (aptly named after the bar where Dan and Emily met). In his free time, Dan loves rooting for the Yankees, attempting to try new restaurants in his neighborhood despite being lured back to his favorite spots, and fine tuning his photography skills.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License Number - 4099181