Hi…I’m Daniel!

Thank you for scheduling a visit with me…I look forward to meeting you!

Please take a moment and watch the video I’ve created for you. It will describe my background, my philosophy on financial planning and what to expect from our first visit. Here is a little bit more about me…

Born and raised in New Jersey, I grew up to be a gifted hockey player and was fortunate enough to play Division I at the United States Military Academy West Point. Throughout my time on the ice and in the classroom, I learned valued lessons of discipline and planning. Post graduate, I was commissioned into the Army as a Second Lieutenant, eventually reaching the rank of Captain after 5 years of service.

During my first deployment, I recognized the impact of my soldiers’ poor financial decisions when it came to managing combat pay. If a soldier was struggling financially, it often led to poor job performance. Naturally, I stepped up and started teaching basic financial concepts to my soldiers.

In a similar way, my mission as your financial advisor is to motivate and guide you to achieve your financial and lifestyle goals.

*For the time being, we are scheduling Zoom calls for all prospects and clients.