Dan is an Executive Financial Consultant who has developed personalized financial security plans for clients since 1991. He has earned both his CERTIFIED FINANCIAL PLANNER^® (CFP) and Chartered Life Underwriter (CLU) designations, a rare combination recognized by the financial industry as a true mark of excellence. Dan has been a multiple recipient of the President's Club Award* and is a keynote speaker throughout the industry.

_{*Top 3% of IG Consultants based on new business (2004, 2011, 2014, 2015, 2016, 2017, 2018)}