Dan is a Financial Services Associates ‐ Dan brings more than twenty‐five years of risk management experience for high net‐worth clients. He has over 20 years as an Agency Manager for a leading insurance company. Mentoring new financial advisors. Dan has received a Life Underwriter Training Council Fellow from the National Association of Life Underwriters. Dan utilizes his vast experience in the financial services industry to develop innovative risk management solutions and retirement strategies for our clients. Dan earned his Bachelor of Science degree from Marshall School of Business at the University of Southern California.