Dan serves as the Investment Planning Specialist at Mylestone Plans. His responsibilities include client relationship management, conducting portfolio reviews, providing investment research, and helping clients solve financial related problems.
Dan has 13 years of diverse financial industry experience who is a Registered Representative and Investment Advisor Representative. He holds the FINRA Series 4, 7, 66, 9/10, and 24 registrations.
Dan was born in Chicago, Illinois, and moved to Maryland when he was fifteen years old. He earned a Bachelor of Arts Degree from University of South Florida, and began his career helping individual investors develop processes for creating and implementing investment strategies and managing risk.
Dan lives in Clarksburg, MD with his wife, Rosie, son Joshua, and daughters Amber, Beverly and Beatrice. His interests outside of finance and investments include history, politics, fishing, outdoor activities, and spending time with his family.
Phone: 301.816.3196, ext. 4