What a terrific experience my wife and I have enjoyed with Dan, he is truly a consummate professional! He listens to your needs and wants, is extremely knowledgeable, and guides in a straight forward path. We are blessed to have him as our financial investment advisor. Jeffrey Myers
March 2023
A brilliant and honorable man who truly takes care of his clients as if they were his own family. I firmly recommend him every chance I get.
December 2022
Detailed, prompt help with questions & easy to work with!
