Dan is dedicated to helping individuals, families, and business owners pursue long-term financial success through thoughtful planning, personalized guidance, and a strong foundation in tax and accounting strategies. With experience spanning both personal and business financial matters, he brings a well-rounded perspective that helps clients make informed decisions with greater clarity and confidence.
A graduate of the University of Connecticut, Dan earned his Bachelor of Science in Business Administration with a major in Accounting. As a Certified Public Accountant (CPA), he combines technical expertise with a practical, solutions-oriented approach — helping clients better understand how tax planning, investment strategies, retirement preparation, and overall financial organization work together to support long-term goals.
Dan’s background as a Veteran of the United States Army helped shape the discipline, integrity, attention to detail, and commitment to service that continue to define his professional approach today. These values remain central to every client relationship and reflect his belief that successful financial planning begins with trust, consistency, and personalized care.
In addition to his CPA designation, Dan holds FINRA securities licenses with LPL Financial, allowing him to provide clients with a broad range of financial and investment services. His ability to bridge both the accounting and financial planning worlds provides clients with the benefit of a more coordinated and comprehensive approach to managing their financial lives.
Dan is an active member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs. Outside the office, he enjoys spending time outdoors, whether golfing, fishing, or exploring new outdoor activities. His appreciation for balance in life reflects the same philosophy he encourages with clients — building financial stability while also enjoying the life that careful planning helps make possible.