Job Description
As a Financial Strategist, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals. I also provide financial strategy and investment management to some clients.
Education and Credentials
- Bachelor of Science, The Ohio State University, with a concentration in Accounting
Professional Organizations
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
Community Engagement
- Richmond Metropolitan Habitat for Humanity, Young Professionals Organization
- M4K Richmond
What is a career highlight for you?
Helping clients achieve their financial and life goals, and along the way building a myriad of deeply personal and trusting relationships. Another highlight has been developing a personal and professional network of colleagues and having had the opportunity to mentor and train a number of very talented individuals.
Job Description
As a Financial Strategist, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals. I also provide financial strategy and investment management to some clients.
Education and Credentials
- Bachelor of Science, The Ohio State University, with a concentration in Accounting
Professional Organizations
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
Community Engagement
- Richmond Metropolitan Habitat for Humanity, Young Professionals Organization
- M4K Richmond
What is a career highlight for you?
Helping clients achieve their financial and life goals, and along the way building a myriad of deeply personal and trusting relationships. Another highlight has been developing a personal and professional network of colleagues and having had the opportunity to mentor and train a number of very talented individuals.
More About Dan
When I’m not wearing my Personal CFO hat, I’m wearing my camo fishing hat — I’m an avid fly fisherman. But I might also be wearing hats supporting The Ohio State University, Cleveland sports teams, Arsenal Football Club, or VCU basketball.
What excites me about my work is understanding complicated problems and distilling them into a discrete set of options and outcomes.
My favorite meal is the steak fromage at Buckhead’s Chophouse in Richmond. Big ol’ filet mignon with gorgonzola and toasted walnuts.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018