cat•a•lyst: 1. an agent that accelerates or initiates an action or reaction. 2. a starter

As an experienced professional with two decades in the financial services industry, Dan has dedicated his career to helping clients enhance their wealth and protect their legacy... and their family's financial future. This is, personally, a very fulfilling role for Dan. It has allowed him the opportunity and the honor of helping business owners, families and individuals to grow and secure their life's work.

Dan has built his career on the philosophy of growing by helping others to grow. If you are interested in preserving/growing wealth, estate planning, or tax strategies then consider discussing your options with him; Dan can help make it happen with a custom tailored approach.