With more than 25 years in the financial industry, Dan specializes in wealth accumulation, distribution, retirement, and tax planning. Dan works with individuals and families to help them create and pursue their financial goals. He advises clients who have significant assets to invest and appreciate a high level of client service – something he delivers with his unique ability to talk honestly and directly while focusing on the bigger financial pictures. He also works with small businesses to help them navigate their employer-sponsored retirement plans and understand their succession options and insurance needs.
VLP Financial Advisors is an independent, full-service wealth services firm, with over $1B+ in assets under management (as of 12/31/22), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.