Hello there! 👋🏼 I'm Dan, originally from Chicago and now residing in Bellingham, Washington. My lifelong passion for finance and the stock market has driven my career path. After completing my studies in business administration, with a focus on finance and information systems at Fordham University, I embarked on my professional journey at a financial technology company. As my expertise grew, I transitioned into financial advising and eventually found my way to Merrill in Bellingham. Presently, as a member of Savvy Advisors, I utilize their tech resources to provide exceptional client service.
“My approach revolves around a comprehensive understanding of clients' tax situations and estate plans. I encourage collaboration with their CPAs and estate planning attorneys to align our strategies seamlessly.”
How can I help?
Estate & Trust Planning
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Dan.
Get to know Dan
I grew up in the Chicago area and developed a strong interest in the stock market. After completing my bachelor's degree in business administration with concentrations in finance and information systems from Fordham University's Gabelli School of Business in New York City, I embarked on my career at Eze Software Group, a financial technology company and electronic trading software. Starting in client service, I steadily progressed to consulting and implementation roles, where I directly interacted with traders, portfolio managers, and operations personnel at institutional trade desks.
During my time at Eze., I had the pleasure of meeting my wife, Jess. Together, we decided to relocate to Bellingham, Washington, to be closer to her family. This prompted my transition to Merrill, where I served as a financial advisor, gaining valuable experience before eventually taking on the responsibility of managing a local independent advisory office in Bellingham.
In 2022, I joined Savvy Advisors, drawn by their cutting-edge technology resources, which allow me to provide better client service. My specialization lies in assisting individuals in our community in achieving their retirement goals. For those approaching retirement, my focus is on implementing effective savings and contribution strategies. For those already in retirement, I prioritize sustainable and tax-efficient income strategies. Collaborating closely with clients' tax professionals is crucial to ensure that our investment advice aligns seamlessly with their unique tax situations.
1313 E Maple St, Suite 209. Bellingham, WA 98225
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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.