Longtime finance guru is the latest sponsor of the Wellsville Sun
Money matters. As the tax codes evolve, the stock market climbs, and inflation creeps it is important to have a proven money manager on your side.
Dan has been helping families, small business owners and high net worth clients make smart financial decisions since 1995.
He began his career in the banking industry and achieved his CERTIFIED FINANCIAL PLANNER™ designation in 2008. Among his achievements, Dan was responsible for creating and managing the Investment Services Subsidiary at Fairport Savings Bank. He also served as a Personal Banker at Canandaigua National Bank & Trust and was the Director of Financial Planning at a local Wealth Management firm.
Dan believes that trust is earned. He takes the time to listen and understand what is important to his clients. He develops and implements principled financial planning strategies that compliment a comprehensive approach to wealth management. Dan specializes in retirement income and next generation beneficiary planning.
Dan is the youngest of 7 siblings and has several nieces and nephews. He lives in Webster NY with his wife Heather, stepdaughter Kierstin and their English Bulldog, Bella! Dan enjoys spending time with family, cooking, golfing, traveling, and spending time outdoors.
Are you overdue for a financial “check up?” Contact Dan today with an email and start with a free consultation. Just click on his digital business card and give Dan a chance to improve your financial horizons.