Get to know

Dan brings a refreshingly human approach to financial advising, rooted in a lifelong dedication to connection, communication, and helping others grow. Before transitioning into the world of financial services, Dan spent decades as a professional actor, writer, and educator – careers that demand deep empathy, clear communication, and the ability to guide people through emotionally significant moments.

These qualities now define his approach to helping individuals and families plan for their financial future. Born and raised on a horse farm in small town Ohio, Dan understands the value of hard work, trust, and long-term thinking. He earned a degree in Music Theatre from the Baldwin-Wallace University Conservatory of Music and spent years in New York and Los Angeles working in film, television, and on stage – with credits including Gossip Girl, Person of Interest, Sundance Film Festival’s The Sunlit Night, and Louis C.K.’s I love You, Daddy.

In addition to performing, Dan spent over a decade as a respected acting teacher at New York’s prestigious Kimball Studio, mentoring professionals and helping them navigate uncertainty and build careers with purpose – experiences that parallel his mission today as a financial advisor.

Now, as he begins this exciting new chapter in financial services, Dan is focused on helping clients plan for retirement, protect what matters most, and build financial peace of mind. Whether you’re just starting out or approaching a new phase in life, Dan’s calm presence, clear guidance, and sincere commitment to your future make him a trusted partner on your journey.