Dan is a graduate of the University of Michigan and maintains a Retirement Planning Specialist designation thru the UPenn Wharton School of Business. Dan has a passion for helping clients make sound financial decisions and believes there is no greater calling than to act in service of his clients. Away from work, Dan is an avid golfer and enjoys traveling to new and often warmer climates with his soon to be wife, Leslie. Dan and Leslie live in Bellevue with their furry companion, Hershey.
California Insurance License #: 4180416
Arkansas Insurance License #: 17371927
Securities
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