Daniel has been in the financial services industry his entire career. Dan earned his “Chartered Financial Analyst” Designation while working as an investment analyst on the institutional side of the business. In 2002 he joined Equitable and has been working with individual and small businesses in the areas of retirement and financial planning. Dan’s objective is to help each and every client by educating them on and simplifying the various strategies available to help clients reach their goals. Dan and his wife have 2 kids, live in Lagrange Park and enjoy hanging out with friends and family, watching his kids sporting events and enjoying the outdoors.