Graduating from Franklin and Marshall College in 2012 with a major in Mathematics and a minor in Economics, Dan has spent over a decade in the financial services industry. Earning his CFP® certification in 2019, Dan has demonstrated a comprehensive understanding of the complex decisions that clients face throughout their financial lives. Dan applies a holistic approach to financial planning, recognizing that a deep understanding of clients’ personal ambitions is as important as understanding their finances to give proper guidance. Dan lives in Wayne, PA, with his wife, daughter, son, dog, and two cats. In his personal time, Dan enjoys travelling, playing soccer, biking, and giving back to his community.