I HELP INDIVIDUAL INVESTORS GET AND STAY INVESTED RIGHT

Hi, I’m Dan, a financial advisor and accredited asset management specialist. 2023 marks 20 years I’ve been helping individual investors invest their life-savings in the stock market.

There is a lot going on in the world right now. If you’d like to have a conversation about how you’re invested, if you’d like a confidential second opinion, or if you just need a sounding board for anything investment-related, please click the button below to select a time on my calendar to talk.

I look forward to speaking with you soon.