Dan serves as the Director of Plan Creation for Financial Council. In his role, Dan develops and maintains comprehensive financial plans designed to assist clients in reaching their financial goals. Dan came to us with more than 15 years of planning experience, including 13 years as a financial planner at T. Rowe Price. In that role, Dan was responsible for the input, presentation, and execution of comprehensive financial plans for the firm's top clients. Additionally, he served on the equity team for two years of his tenure at T. Rowe. Dan earned a Bachelor of Arts in Economics from the University of Maryland, Baltimore County and a Graduate Certificate in Financial Planning from Stevenson University. Dan is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He also holds FINRA Series 7, and 66 securities registrations as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network.
Dan enjoys playing and watching tennis, reading great novels and keeping an ear out for the most intriguing new TV shows.