Dan is BFG’s Manager of Business Development, helping to locate financial advisors in need of succession plans. Dan has been in the financial services industry since 1987 and has held a wide variety of roles, working as a wholesaler, consultant, coach and business development professional. Dan has been integrally involved with financial planning practices of all sizes, working with everyone from first-year advisors to multi-million-dollar practices.
Dan is a skilled presenter and trainer and has been a featured guest on local radio and television programs in Phoenix, Cincinnati, Orlando and Melville, NY, discussing topics ranging from stretch IRA strategies to asset allocation to business succession planning. Dan has held various industry designations and maintains his Series 7, 63 and 65 securities licenses.