Dan has spent his entire career within the wealth management industry. Dan had a unique experience of working within two of the most well-respected large brokerage firms in the industry as well as over a decade of experience as a business owner in the independent space. A proud student of the industry, Dan is constantly working to research and provide cutting-edge and top-industry solutions to LPA and our valued clients and partners. Always having an entrepreneurial spirit and drive, he believes the freedom of owning our own business is crucial to customizing a platform tailored to our own client’s needs.
Dan lives in Easton, CT with his wife Jessica and two children, Nolan and Lila Jane. An avid golfer, Dan, and his family are members of Aspetuck Valley Country Club.