Dan has always had passion for helping people reach their goals and an interest in finance. Early in his career he enjoyed working as a life coach for developmentally disabled individuals. Through this endeavor Dan learned the value of excellent communication and goal setting.
Dan insists a trusting advisor-client relationship is imperative to creating, and implementing a financial plan. He goes on to say, “I want to know my clients unique personal stories and financial situations, so I can develop lasting relationships. When the markets are positive It’s easy to get by without an advisor. It's during the difficult times that I want to be here for my clients the most”.
From a young age, Dan studied the financial markets. He believes learning is a life-long process. Dan states, “To me true success means learning and growing every day. Here at Quest I have the opportunity to learn every day from advisors who have a wide array of experience”.
Dan holds FINRA Series 7 and Series 66 Investment Advisory Securities Licenses as well as his life, accident, and health insurance license. Dan is a native or the Hudson Valley. He contributes to the community by coaching youth hockey around the Hudson Valley.
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