Dan is focused on helping clients work toward their financial goals and providing guidance on achieving long-term financial success. He possesses a strong foundation in accounting and tax, encompassing both business and personal, and a commitment to understanding each client's unique needs. Dan focuses on providing tailored financial strategies that empower individuals and families to make confident decisions about their financial futures.
A graduate of The University of Connecticut, Dan holds a Bachelor of Science in Business Administration with a major in Accounting. His experience as a Veteran of the United States Army has further honed his discipline, attention to detail, and commitment to service—values that he brings to every client relationship.
Dan is a Certified Public Accountant (CPA) and an active member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs. He also holds FINRA security licenses with LPL Financial, enabling him to offer a broad range of financial services to his clients.
When he's not helping clients navigate their financial journeys, Dan enjoys spending time outdoors, whether it’s on the golf course, fishing, or exploring new outdoor activities. His passion for life beyond finance reflects his belief in achieving a healthy balance between personal well-being and financial security.