Committed to his clients and the pursuit of their goals, Dan crafts in‐depth financial plans grounded in the driving forces behind each client’s life. His aim is to ensure they stay on track toward the life they envision for themselves and their families. He hopes that by streamlining complex investment language into relatable terms, he can help his clients thoughtfully navigate their financial world together. While Dan’s clientele ranges from retirees to business owners, he has specialized experience serving young professionals with families.

To deliver a high level of service, Dan gathers internal and external research and collaborates with his peers and colleagues, forming comprehensive analyses of the economy and markets. He also makes it a point to cultivate meaningful and lasting client relationships, letting his transparency, ethics and values lead the way. Dan knows he doesn’t want to have a transactional business. Instead, he wants clients to know he truly cares about them. “I listen to my clients intently and openly, so that we can fully collaborate and get to the essence of what will help them reach their goals.”

Dan offers an array of financial services, including:
- Portfolio and asset allocation management
- Research on the economy and markets
- Relationship, risk and cash management

Clients can also count on Dan to help them meet ethics and compliance standards, all while regularly updating their plans to ensure they remain in tune with their current circumstances and aspirations.

Prior to his current role, Dan worked as an advisor at Merrill Lynch for several years, specializing in everything from investment management to trust and estate planning. Along with his hands‐on industry experience, Dan holds an MBA from New York University’s Stern School of Business and a BA from the University of Pennsylvania.

Away from the office, Dan enjoys gardening, cooking, working out, reading philosophy and playing with his dog, Nemo. He also treasures any time spent with his wife, Katie, and their child, Julian. Originally from Maryland, Dan resides in Brooklyn, New York.

Raymond James is not affiliated with any of the above organizations.