Dan has enjoyed providing financial planning services for over 35 years. He is proud to be able to deliver easy to understand explanations of complex financial concepts and products. This allows his relationships to make informed and comfortable decisions regarding their current and future financial decisions.
Dan operated his office in the Buffalo, NY area for many years and was happy to join Empire Asset Management Group in 2021. He is pleased to be part of a team oriented approach that allows for consistent service and comfort for his clients in the years ahead.
Dan holds the Series 6,7,63 and 65 licenses and Florida Life, Accident and Health insurance licenses. He has been a member of the Financial Planning Association since 2000.
Dan and his wife Debbie reside in The Villages, Florida. He plays golf and pickleball in his spare time. Dan and Debbie also enjoy family and cruising to new destinations.