As a Senior Executive Vice President, Dan oversees advisor recruiting, training, and development in the Syracuse region. Before joining the firm in 2015, Dan was a part of Mutual of Omaha for over 20 years, first as an advisor, then being quickly promoted to sales manager, and then the General Manager.
Dan is a graduate of both Nazareth College and Alfred University. He is a Life Underwriter Training Council Fellow (LUTCF). He has been a recipient of the GAMA International Frontline Leaders Award every year since 2007. He has qualified for GAMA International's highest level - Diamond - for the last three years. This award is for the top leaders of financial planning firms throughout the entire country.
Dan is a member of GAMA International and the Syracuse Association of Insurance and Financial Advisors (SAIFA). He is married to Lori with three sons - Josh, Pratt, and Parker. He loves watching his boys play football, basketball, and lacrosse for Fayetteville Manlius High School. He also enjoys playing golf and traveling.