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With his consultative approach to building relationships based on trust and integrity, Dan can help you develop a strategy to achieve your financial goals. He has a strong track record of assisting others and truly believes that he can bring peace of mind to your retirement planning.

What Makes Dan Different?

• Dan believes that his clients' interests are best served by taking a fully-diversified portfolio approach to investing.
• Dan works closely with clients to create customized investment strategies, while keeping risk at an acceptable level.
• Dan is committed to building a solid, lasting relationship with each of his clients, and truly learning what they are "all about.

My Invitation

I'd like to help you and your family meet your financial goals. Here's what I offer:

• Financial Planning
• Retirement Planning
• Professional Money Management
• Charitable Giving
• Credit & Banking Solutions