Sr. Financial Planner
Dan is a Senior Financial Planner at Facet, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a Chartered Financial Consultant (ChFC®) with over 20 years of experience as a financial advisor and consultant. Dan brings a wealth of experience and knowledge to his role as someone who’s helped individuals and families create a plan for financial success.
Outside the office Dan enjoys relaxing with his wife, Julie, and their son, Aidan. He also enjoys coaching Aidan’s youth baseball, basketball, and soccer teams.
Education: University of Phoenix (BS)
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” — Robert T. Kiyosaki
Get to know Dan
Max & Miley
Spring Soccer 2021
Pitching Machine Baseball 2021
What was the best concert you ever attended?
The Strokes @ MSG on 4/1/2011
What's the last book you read?
Tim Cook by Leander Kahney
What's the coolest thing you're working on right now?
Double ceiling track for our o-gauge trains
If you could be an animal, which would you be?
An eagle… so I can Fly Eagles Fly!