As a member of the Executive leadership team, Dan works closely with the CFO and CEO overseeing all sales-related activities. His primary objective is to lead our sales organization to meet sales and growth targets. In a collaborative effort, with the sales leadership, we can ensure all teams are consistently acting in accordance with Financial Partners of Upstate New York's Vision and Values.
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). 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.