Dan has been with Foresight Financial since 2003, beginning his career as an insurance agent. During his time in the insurance industry, he specialized in Medicare and employee benefits, helping individuals, families, and employees navigate important decisions about their insurance and financial needs.
In 2019, Dan expanded his expertise by obtaining his Series 7 and Series 66 securities licenses, allowing him to provide a more comprehensive approach to financial planning and investment management.
Today, Dan focuses on helping clients identify and work toward their financial goals, with retirement planning being one of the most important areas of his practice. He works with clients to develop strategies designed not only to help them reach retirement, but also to make thoughtful decisions about how to spend and manage their money throughout retirement.
Dan believes effective financial planning is about more than simply accumulating wealth. It is about understanding what clients want their money to accomplish and creating a plan that helps them feel confident about their financial future.
A lifelong servant of the community, Dan has belonged to numerous organizations, including as a member of the Kiwanis Family since 1998 serving in many positions, a third-degree member of the Knights of Columbus, a state judge for DECA, an advisor to Enactus and many more. He was named National Alumni of the Year in 2007 by the National Academy Foundation for his promotion of their mission of career education in high schools. Dan was elected to two terms each as a Board of Education Trustee and President for a large school district in New York. He currently serves as President of his local VFW Auxiliary post, supporting our nation's Veterans and their families. He is also a routine donor of platelets to the American Red Cross to help those with cancer.
Dan is married to Caitlin, a Certified Public Accountant and Certified Internal Auditor.