"I am proud of the way our organization puts the needs and interests of the client first when working toward their financial goals."
As a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®, Dan works with new and existing clients at RFG on their financial, retirement, investment, and insurance planning needs. His ongoing activities include developing and monitoring financial strategies to help his clients achieve their goals. Dan manages client accounts and coordinates regular, in-person reviews with his clients to keep them informed and to better understand their needs.
Dan holds a master's degree in business administration from Missouri Baptist University in St. Louis, MO. He is also a graduate of Mercyhurst College in Erie, PA, with a BA in business administration. Dan joined RFG in 2010 and his previous experience at a large brokerage firm and his operations background have provided him with extensive knowledge in many areas of financial management, particularly in financial and investment planning.
Dan and his wife, Tamra, live in Victor with their three boys, the youngest of which are identical twins. Outside of work Dan enjoys spending time with family and friends and is also actively involved in coaching lacrosse, both at St. John Fisher College and as part of the Fellowship of Christian Athletes (FCA).