Dan began his career in financial markets over 40 years ago as a Treasurer and Chief Dealer at some of the largest banks in the country and the world. He developed a passion to help others protect and solidify their future. Dan is the current Director of Education and Development on the National Association of Insurance and Financial Advisors New Jersey State Board. He is a multi- year qualifier for Penn Mutual’s leaders conference, Royal Blue and is among the Top of the Table for Million Dollar Round Table.
Dan speaks forthose who are not in a position to speak for themselves. Among his specialties, he places dedicated focus on estate planning for families with special needs. He is a former specialist at MetLife’s Division of Estate Planning for Special Needs Families. He also directed the physical education program for Children with Cognitive Disabilities at a local non-profit organization. Dan received his designation as a Federal Retirement Consultant℠ from FEEBA, to aid Federal employees with their retirement plans and benefits.
