Dan and his father, Pat, founded Family Wealth Solutions in 2019 with a simple mission: to create a family-centered place where advisors provide a better experience for clients. As a financial planner, Dan works to serve the needs of retirees and business owners, particularly through 401(k) plan design. As Managing Director at Family Wealth Solutions, he also executes the strategic vision of the firm. Dan is motivated by helping people achieve goals they never thought would be attainable.

Prior to forming Family Wealth Solutions, Dan was an advisor at Wells Fargo Advisors, UBS, Raymond James, and Legg Mason. He received his Bachelor of Science from the University of Florida. Dan is a certified Charter Retirement Plans Specialist and holds licenses in Series 7 and 66, as well as in life, health, and variable annuities.

Dan lives in Lakewood Ranch, FL, with his wife, Sara, and their two children, Logan and Elyse. He is active in the local philanthropic community, helping to fundraise for the Moffitt Cancer Center. In his free time, Dan enjoys golfing, skiing, coaching, traveling, and running.