Dan takes a holistic approach to financial well-being. His role is to serve as the “financial quarterback” and coordinator for all of your financial needs. He works hard to help people get clear about their objectives, why they’re important and how to make them happen. Dan’s comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be.
Dan’s financial industry experience spans two decades, including vast experience developing life protection plans for individuals and families. In only his second year in the business, he qualified for membership in the Million Dollar Round Table (MDRT) – an association that qualifies insurance and financial services professionals in exceptional professional knowledge, strict ethical conduct and outstanding client service. He was once recognized with the lowest lapse rating in North America, indicating very high client satisfaction.
“It is my goal to consistently maintain high customer satisfaction as evidenced by the many long-term relationships I've established over the years. I am privileged to work with individuals, families, and businesses to help create sound financial plans for their futures. Through my years of experience and expertise, I can advise clients on specific strategies to help strengthen their financial independence”.