Dan has his Series 7, 63, and 65 securities licenses with LPL Financial. In addition to his securities licenses, Dan maintains his life and health insurance licenses.
Dan joined Covenant Wealth Strategies in July 2021 and has earned his Accredited Investment Fiduciary (AIF) designation. He was born and raised in Newark, Delaware where he graduated from Salesianum High School and the University of Delaware with a degree in Hospitality Business Management. After graduating from University of Delaware, Dan joined J.P. Morgan Chase. Dan worked in the private bank ultra-high net worth group as a Client Service Associate with JPMC. His love of hospitality and finance make him a valuable asset to our team. He brings a wealth of knowledge from corporate America, along with top notch service skills from his years working in hotels and restaurants.
Dan enjoys working collaboratively with his clients to build a custom financial plan that helps them fulfill their goals and dreams. As part of our investment team, Dan also helps to deliver investment strategies to our clients.
Dan is married to his wife Amy. They enjoy fine wine, traveling, and planning their future together.
In his free time Dan loves cooking, golfing, reading, playing tennis, and spending time with friends and family. He is also an avid Blue Hens football fan.