Dan entered the financial services industry in 2016 with the goal of developing investment and insurance strategies for individuals, families, and business owners. Dan is passionate about utilizing financial planning to positively impact the lives of his clients. Dan, a Cleveland native, and St. Ignatius graduate, joined AXA Advisors as a Financial Consultant after graduating with a bachelor’s degree in finance and accounting from Maryville College in Maryville, TN. While attending Maryville College Dan was a member of the varsity baseball team. Dan passed his Series 7, 63, and 66 exams and holds life and health insurance licenses. He is also a Retirement Income Certified Professional (RICP^®) and Certified Plan Fiduciary Advisor (CPFA^®). He is a member of both the National Tax-Deferred Savings Association (NTSA) and the National Association of Plan Advisors (NAPA). Dan enjoys traveling, exercising, and fishing.