Dan has served in various roles in the financial services industry for over ten years. He began his career as a financial advisor with Merrill Lynch in Hopewell, NJ. He later transitioned to a wholesaling position with New York Life/MainStay Investments, where he distributed mutual fund, ETF, and SMA products to advisors in the Pacific Northwest. After carrying the bag as a wholesaler, he transitioned to being a financial advisor with Charles Schwab in 2018. A native of NJ, Dan, and his family moved back home and joined Integra with the goal of providing his clients with the best planning, wealth, and investment management services.
Dan has his bachelor’s degree in Business Administration and Spanish from Bucknell University and his Series 7 and 66 registrations are held with LPL Financial, Life/Health, and Variable Annuity licenses. Dan has accomplished a major milestone in his career by obtaining the prestigious designation of CERTIFIED FINANCIAL PLANNER™ Professional. He dedicated a significant amount of time and effort to completing rigorous coursework, exams, and experience requirements. Now, he offers his clients highly focused financial guidance and strategies to help them achieve their financial goals.
When not working to serve his clients, Dan enjoys spending time with his family; his wife, Alex, and their son, Tommy. He can often be found on the beach, surfing, hiking, playing ice hockey, and golf.
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