Dan was born and raised in Harrisburg, PA. He is a 1992 graduate of Bishop McDevitt High School and went on to graduate from Alvernia College in Reading, Pennsylvania in 1997. Dan got his start in the industry with MML Investors in January of 2000. He joined the team at Comprehensive Financial Associates in December of 2001. Dan holds FINRA 6, 7, 63 and 65 licenses as well as his Life, Accident and Health Insurance license.
Dan has devoted his practice to a focus on personal financial planning for high net worth individuals using asset allocation. He is also involved with the investment administration for a number of retirement plans. Dan enjoys meeting and interacting with his clients, which helps him build long term relationships. He is motivated knowing that each day brings on something different and is excited when he sees his clients succeed. Having grown up in a very modest household as 1 of 4 boys gives him the basis of what drives his passion to see his clients not only reach but exceed their goals.
Dan has also been an active member of the community and has spent numerous years as a coach and trainer for a number of teams throughout the area. He has also served as a board member for many organizations and was the head of the athletic association at his parish, St. Catherine Laboure. He has also served as the announcer for the girls soccer team and the scorekeeper for the girls basketball team at his Alma Mater, Bishop McDevitt High School.
Dan is an avid sports fan who has a strong passion for fitness. His greatest passion is spending time with his daughter Caydan. He also enjoys cycling, kayaking, and anything active outdoors. Dan currently resides in the Harrisburg area with his daughter Caydan.