Dan has successfully worked with Financial Advisors, CPAs, Trust & Estate Attorneys and Property & Casualty firms over the last 20 years as a part of a team providing Estate Planning and Advanced Life Insurance Design services. Dan helps guide their clients through these complex processes and provides insightful solutions in the areas of; Estate Conservation, Estate Tax Mitigation, Legacy Planning and Wealth Transfer.
Before joining American Business, Dan was a member of New Providence Financial as an Insurance and Financial Services Associate. Dan was previously with Prudential Financial as the Director Sales Training and was Director of Education with Manulife – John Hancock.
Dan is married to Stephanie and they have three children, Olivia, Sophia and Timothy. He graduated from Clark University in Worcester, MA with a BA in Economics. Dan enjoys watching his kids play soccer, basketball, and tennis and is active in tennis, hockey, softball, and mountain bike riding.