With over 12 years of experience at Goldman Sachs Ayco, Dan delivers comprehensive financial counseling and investment management tailored to individuals, families, and executives. His expertise spans portfolio construction, retirement planning, life insurance, cash-flow analysis, tax planning, college funding, and estate strategy.
Dan is committed to putting clients’ financial goals first, offering comprehensive advice.
He holds through LPL the FINRA Series 3, 7, 9, and 66 licenses, along with New York State Life, Accident, and Health insurance certifications.
Dan and his wife, Jessica, reside in upstate New York, where they are raising three children.