Dan began his career as an advisor with a passion for the investment world and a drive to help people grow their wealth. Staying current with the latest market trends, economic indicators, and investment strategies is a true passion of his.
His journey into the financial services industry began at West Virginia University, where he honed his analytical skills and developed a keen understanding of all financial matters. After school, he started his career as a licensed advisor at Equitable Advisors. There he used his financial acumen to guide clients towards their financial objectives. Seeking to broaden his experience, he transitioned to Merrill Lynch, where he had the privilege of collaborating with a team of seasoned professionals and expanding his expertise.
As a new team member at Willowbranch, he looks forward to bringing his passion, knowledge, and client-centric approach to provide an exceptional financial advisory experience to our clients.
Dan recently moved to Central PA from the Pittsburgh area. In his personal time, he enjoys spending quality time with his family, including his fiancée, Naya and their two sons, Eliot and Stuart. They all love being outdoors, whether it's hiking scenic trails, spending time on the beach, or simply being outside enjoying nature.
Dan holds securities licenses Series 7 and 66 through LPL Financial. He is also licensed to offer Annuities, Life, Long Term Care, and Disability Insurance.