Dan spends many of his days on-site with plan participants to assist with retirement plan portfolio construction, monitoring, and education. On an individual level, he is also available to help participants develop a financial plan to help meet their retirement needs and goals. At the plan sponsor level, Dan participates in client Investment Committee meetings. In these meetings, Dan provides an in-depth review and analysis of investments on the Plan’s platform, benchmarking analysis of plan fees, and review of plan participant demographics.
Dan lives in New Kensington, PA with his wife, Lynda, his son, Owen, and their dog, Charlotte. When he’s not attending a Pitt Panthers football game, or cheering on the Pittsburgh Pirates, Steelers, and Penguins, you can find Dan out biking or reading.
Accredited Asset Management Specialist
CERTIFIED FINANCIAL PLANNER™ Practitioner
B.A. in Finance - Indiana University of Pennsylvania