Investment Adviser Representative, Licensed Insurance Agent914-475-9800
Dan has been practicing in the financial industry since 2003. He specializes in Medicare insurance planning, Life insurance, Disability and Long Term Care insurance planning as well as Social Security income integration/retirement income planning. He holds a Series 66 securities license and is Life Accident and Health insurance licensed. He Attended Marist College and was past president of the City of Poughkeepsie Little League. He resides in Poughkeepsie with his wife and son, and is an avid baseball fan.