Practice Snapshot
How I Help:
Business Planning
Who I Help:
Families, individuals, and business owners
About Me:
Dan focuses on delivering an exceptional client experience based on principles of honesty, trust, and transparency. He brings more than 26 years of insurance experience to help individuals, families, and businesses achieve their financial goals.
A proud University of New Haven alumni, Dan remains active in the surrounding community, primarily through his involvement with Hamden and Cheshire youth sports. He is an avid runner who has completed two marathons, and enjoys spending time with his three children, his extended family, and circle of friends.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
