As an Insurance, Estate & Retirement Planning Specialist with American Business, Dan has successfully worked with financial advisors, CPAs, trust and estate attorneys and property and casualty firms over the last 25 years as a part of a team providing estate planning and advanced life insurance design services. Dan helps guide advisors’ 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 served as an independent Financial Advisor and also held Director of Sales Training roles with Prudential Financial and John Hancock.
Dan graduated from Clark University in Worcester, Mass. with a Bachelor of Arts degree in economics. In addition to holding an insurance license, he is Series, 6, 63 and 65 licensed.
Dan and his wife Stephanie have three children: Olivia, Sophia and Timothy. He is active in tennis, hockey, softball, running and mountain bike riding. Additionally, he recently finished his third term as a school board trustee in the Rye Neck School District.