The old saying goes that you can pick your friends, but you can’t pick your family; along those lines, Patrick and John were very careful in choosing an advisor to join the firm they view as family.
Enter Dan. With a background in financial planning and investments, and as a holder of the Series 7 and 66 licenses, Dan certainly has the industry credentials to succeed; more importantly, he shares the same motivation that drives the group: the goal to help families reach their financial goals as they enjoy their lives in the here-and-now.
Daniel earned his Bachelor’s in Business Management with a concentration in finance and a minor in economics at East Stroudsburg University of Pennsylvania, and he’s happy to make NJ his home these days.
A few conversation starters as you get to know Dan:
1. Ask him for home improvement advice! He’s an avid DIY guy and good with his hands…he’s even been involved in restoring homes.
2. Golf or snowboard—if he could only choose one of these passions which would it be?
3. Skiers: Dan has a bucket list item of skiing the Alps…so if you have advice on high altitude, and perfect snow conditions—he’s all ears.