Focus: Insurance Strategies, Investment Strategies
Dan has been involved in the insurance industry since 1980. He works with a desire to educate others to enable them to make informed decisions.
Dan’s mission is to provide conscientious, thorough and realistic strategies to help clients achieve their goals. The ultimate goal is to have his clients retire with a comfortable income level. He believes in long-term relationships with clients based on honesty, trust; and service. His recommendations are based on the best interest of his clients keeping their goals and objectives a priority. He is a member of the
National Association of Insurance and Financial Advisors (NAIFA). He is also a Leaders Conference Qualifier, a MetLife honor awarded annually to Financial
Service Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them obtain their financial goals.
Dan was born and raised in Waterford, CT, and now resides in Montville with his wife, Vanessa. His affiliations include: New London Lions 1980-1985; BSA 1985 to present – Troop 36 Waterford, Youth Advisory Board Chairman Town of Montville, member of the Juvenile Review Board Town of Montville, past President Youth Football and Cheer League.
Check the background of this investment professional on FINRA’s BrokerCheck
774 Broad Street
Waterford, CT 06385