Dan has been in the financial services business since the end of 2012. He got into the business "by accident" as he likes to say, having taken an interview with New York Life as a practice interview.

"In that first interview, the local Managing Partner and I didn't really talk about selling insurance. Rather we talked about providing for families at the worst time of their lives; about guaranteeing people's dignity in retirement and providing for widows and orphans. It turns out we were discussing a career and a business and not just another job. I was hooked."

Since then Dan has consistently grown the business and added new capabilities to better serve our diverse client base.

Dan lives in East Hampton, CT with his wife Kaitlin and five children who fill their home with laughter and joy, giving purpose to all that they do.