With over 42 years of experience in the financial services industry, Dan specializes in helping clients build thoughtful, personalized strategies to achieve their long-term financial goals. His approach is grounded in clear communication, disciplined planning, and a deep commitment to client success. Dan stays current on evolving market trends and regulatory changes to best serve his clients’ interests.

Dan works with individuals, families, and businesses across a range of needs, including retirement planning, investment management, risk mitigation, and tax-conscious strategies. Known for his steady guidance and straightforward advice, he takes pride in building lasting relationships based on trust and transparency. 

When he’s not working with clients, Dan values staying active in the gym and on the trails and spending quality time with his loved ones.

As a dedicated Client Specialist, Taylor brings a client-first approach to every interaction. With a strong foundation in banking and wealth management, she works closely with our clients to provide guidance tailored to their unique needs.

With 7 years of experience in the financial services industry, Taylor is known for building trusting relationships and ensuring a seamless client experience. Whether assisting with day-to-day account management, documentation, or client inquiries, she is committed to helping clients feel confident and informed every step of the way.

Outside of the office, Taylor enjoys spending time with friends & family, traveling, and hiking with her dog, Joey.