Dan has been advising clients since 1974. In 1991, he added Portfolio Management to his activities as a Financial Advisor. Dan joined Pinnacle Investments in 2009, bringing a wealth of experience in the areas of investment management, education funding and retirement planning.
He enjoys golf and Syracuse University sports. Dan and his wife Liette live in Camillus, New York. His extended family now includes six grandchildren, one Pug and a Schnoodle who all conspire to keep him on his toes. Helping people achieve their financial goals is his life’s work and motivation.
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