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 also serves as the Treasurer of the board of directors for Stuarts Opera House, Treasurer of the board of directors for Integrated Services for Behavioral Health and Treasurer of the board of directors for the Athens Area Chamber of Commerce.

Dan completed his bachelor’s and master’s degrees 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.