Dan has over 18 years experience in the financial services industry; ranging from banking management to financial planning. He specializes in investment planning and insurance services.
Dan serves the Alexander Park, Brighton, Henrietta, Honeoye Falls, Mendon, Perinton, and Pittsford Bank Offices.
SUNY College at Brockport, Bachelor of Science Communications/Political Science
College for Financial Planning, Foundations for Financial Planning and CFP® Professional Education Program
CERTIFIED FINANCIAL PLANNER ™ certificant
FINRA Series 6, 63, 65 and 7 registrations
New York State Life Insurance licensed