Phone: (484) 433-5533
Toll free: (800) 433-1828, ext. 130
Dan specializes in financial planning, retirement plans, investment planning and personal financial strategies. He also offers taxable investment accounts, college planning, life insurance and long-term care insurance.
Dan’s career as a financial advisor began immediately after college graduation. He got his start at Raymond James and Associates on one of their top teams. In January of 2010, he joined Kades-Margolis Corporation. Since then, he has developed a broad background of retirement and investment planning. Dan’s financial planning approach allows him to look at the broader picture and help his clients implement the strategies that have the best chance of achieving their goals.
Dan is a graduate of The Pennsylvania State University with a Bachelor of Science in Finance and a minor in History. He is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He also is licensed to sell life insurance and long-term care insurance.
Dan lives in West Chester, Pennsylvania. He married his college sweetheart in June, 2014. They enjoy cooking, traveling, and being with family and friends.