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 serves as an adjunct faculty member in the Ohio University College of Business where he teaches courses on insurance and finance. He is also a member of the board of directors for Stuarts Opera House, Integrated Services for Behavioral Health and is a member of the Development Committee for the Ohio Valley Museum of Discovery.
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 and is an Investment Advisor Representative with Kestra Advisory Services, LLC.
Originally from Cleveland, Dan has lived in Athens for more than 25 years.