Dan holds a Bachelor’s degree in Economics from Hobart College and a Master of Business Administration from the University of Rochester’s Simon School of Business. He currently holds his Series 7 and 66 licenses. During college, Dan interned with Angelo Planning Group, LLC for two summers where his passion for financial planning began. Before returning to APG full-time, Dan gained valuable experience in Boston, where he performed research and analysis for a financial services firm.
Dan leverages his analytical skills and family-oriented mindset to develop comprehensive financial strategies for his clients. His approach is rooted in a deep understanding of each individual client’s unique goals and challenges, ensuring personalized and effective financial planning.
Dan currently resides in Fairport. In his free time, he enjoys playing basketball, tennis, hiking, and spending quality time with family and friends.