Dan has been a Benefits and Financial Advisor since 2010 and works with both individuals and groups on Investing, 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 (403(b), SIMPLE, SEP, etc).
Dan has served as an adjunct faculty member at the Ohio University College of Business, where he has taught 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. He holds his Series 7, 63, and 66 securities licenses and also holds life insurance, health insurance, and annuities licenses. Originally from Cleveland, Dan has lived in Athens for more than 25 years. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).