Dan has been a Benefits and Financial Advisor with the firm since 2010 and works with both groups and individuals on health insurance, retirement planning and life insurance.
In addition to his securities license, Dan is one of the first advisors to complete the UCLA Anderson School of Management courses for the retirement planning designation, C(k)P. This designation qualifies him as a specialist in 401(k) and Qualified Plans.
Dan completed his bachelor’s and master’s degree at Ohio University and also holds life insurance, health insurance and annuities licenses. Dan is a Registered Representative with Kestra Investment Services, LLC.
Originally from Cleveland, Dan has lived in Athens for more than 25 years.