Dan is originally from the Chicagoland area and earned his Bachelor's Degree from Fordham University in Bronx, NY. Following graduation, Dan moved back to Chicago and joined Eze Software Group, a FinTech company that delivers execution and order management software to institutional trade desks. At Eze, Dan worked closely with Product Managers, Software Engineers, Head Traders, Portfolio Managers, and Compliance officers to design and implement trade execution order flows. After four years working with Eze, Dan moved to Bellingham, WA with his now wife, Jess and joined a local Merrill Lynch office where he obtained his Series 7, Series 66, and Insurance Producers licenses and practiced as a Financial Advisor.
In 2019, Dan transitioned to LPL Financial & Clarity Capital Management where he continued to practice as a Financial Advisor in Bellingham, WA until joining the Savvy Wealth Management Team in August, 2022. Dan aims to help clients achieve their financial goals by delivering highly customized investment strategies & financial plans. In his free time, Dan enjoys golfing, water skiing on Lake Whatcom, and spending quality time with his wife and three dogs.
Dan holds a Bachelor of Finance degree from Fordham University in Bronx, NY and holds his Series 7, Series 66, and Insurance Producers licenses as a practicing Financial Advisor.