Dan has been in financial services for over 30 years.  After several years as a financial advisor, he was drawn to recruiting and has been in business development and institutional sales with various firms.   Dan’s most notable role was with a small Atlanta-based broker dealer which grew from 30 to 125 advisors under his guidance and won numerous fastest growing broker/dealer awards from Investment News Magazine. He is passionate about helping financial advisors select the best partnerships and solutions for their business where they can realize operational efficiencies and maximize their growth potential.  Dan earned a BA in Philosophy from the State University of New York at Buffalo and holds the Series 7, 9, 10, 24, 63, and 65 licenses.

In Dan’s free time, he likes to read, sing and play guitar, and watch his hometown sports teams, the Buffalo Bills and Buffalo Sabres.