Committed to his clients and the pursuit of their goals, Dan crafts in‐depth financial plans grounded in the driving forces behind each client’s life. His aim is to ensure they stay on track toward the life they envision for themselves and their families. He hopes that by streamlining complex investment language into relatable terms, and by consistent dialogue, he can help his clients thoughtfully navigate their financial world. While Dan’s clientele ranges from retirees to business owners, he specializes in serving young professionals with families.

Central to Dan’s Advising Philosophy is that to plan and make decisions skillfully, one must know the client’s full context. That context is informed by layers: the markets and economy, the long-term historical data and academic literature, and the client’s current financial health and aims. Dan’s Investing philosophy is long term oriented; he thus aims to have client relationships for decades.

Dan through his experience has understood the emotional and psychological side to investing and wealth management. He spends significant time with clients in these areas, and believes they are integral and just as, if not, more significant than the pure quantitative facets.

Dan offers an array of financial services, including:
- Portfolio and asset allocation management
- In depth financial planning and analysis
- Behavioral, risk and cash management

Clients can also count on Dan to help them meet ethics and compliance standards, all while regularly updating their plans to ensure they remain in tune with their current circumstances and aspirations.

Prior to his current role, Dan worked as an advisor at Merrill Lynch for several years. He joined Alex. Brown | Raymond James in 2021 and is sincerely appreciative of the culture of the organization.

Dan holds an MBA from New York University’s Stern School of Business and a BA from the University of Pennsylvania. Away from the office, Dan enjoys gardening, cooking, working out, painting, reading philosophy and playing with his two boys, Julian and Aidan, and being with his wife Katie. Originally from Maryland, Dan resides in Media, PA after living in Brooklyn, NY for 20 years.

Raymond James is not affiliated with any of the above organizations.