Dan specializes in helping business owners and individuals by creating solutions and strategies that helps reduce risk levels based on his clients specific goals and needs.
Dan received his BA in Finance from Penn State University. Upon graduating, he started his financial services career in October of 2015 at MassMutual. In September of 2018 he aligned himself with Promus Financial with a focus on the design and financing of executive benefit programs.
Born in Doylestown, Dan enjoys spending time with his family and golfing with friends. He played competitive sports growing up and now helps coach his nephew's little league baseball team where they hope to make it to Cooperstown this upcoming summer.
Life and Health Insurance licensed in: PA