Dan is one of our most seasoned advisors. He handles all aspects of personal financial planning and investment advisory services for an array of clients.
His client relationships include; current/former Fortune 500 executives, high profiled attorneys, doctors running their own practice or part of a larger group, entrepreneurs, small business owners, investment committees, and multiple generations within a family.
Additionally, Dan also serves as the Clarfeld liaison for the Greater Mid-West Region. In this role, he collaborates with Citizens’ business banking, middle market, and commercial relationship mangers as well as our private wealth advisors to promote all of our core services where appropriate.
As a credentialed Certified Financial Planner, he is a member of the Clarfeld Operating Committee and has been a resource for the Investment Policy Committee. He is integral to the firm’s financial planning practice and is heavily involved in setting strategic direction and accompanying guidelines of this valued offering to our clients. As a result of his dedication and involvement, he is a principal mentor to many of the firm’s private wealth and wealth advisors.
Dan is involved in many philanthropic organizations. He and his wife Antoniette also play an active role in their local community.
Outside of work, Dan loves spending time with his family and enjoying their frequent family trips to Maine and Florida. If they’re not traveling as a family, you will find them spending most of their time in and out of youth sports.