,CFP®, CFA®, CPWA®
Dan has experience in helping high-net-worth individuals and their families navigate the complexities of wealth management with a focus on preserving wealth and legacy building. He employs estate and tax planning strategies to help ensure that his clients’ wealth is managed prudently and effectively passed down to future generations. Whether already retired, planning for retirement, managing current wealth, or preparing for the transfer of assets, Dan’s collaborative approach is dynamic, yet helps to provide clients with a sense of calm so that they can feel confident in their financial futures.
Dan has over 16 years of financial services and investment management experience. He joined Modera in November 2024 with the Bay Point Wealth team. It was at Bay Point where he recognized his passion for wealth management. Prior to that, he had an investment consulting role with an evidence-based investment management company after launching his career as a financial planning associate.
Dan received a B.A. in finance from Belmont University. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Analyst®, and Certified Private Wealth Advisor®. He is a member of the National Association of Personal Financial Advisors (NAPFA).
A Maryland native, Dan lives in Annapolis with his wife and three children. He enjoys watching his children play sports and is an avid fan of the Washington Commanders and Tottenham Hotspurs
What do you value most in your client relationships?
Helping my clients toward a sense of calmness and confidence in their financial futures and feeling like I am an extension of the families I work with.
What sparked your interest in financial planning? What fuels you every day in your work?
Financial planning is a dynamic, collaborative process that aligns my love of solving problems with my affinity for helping others.
When you retire you’re going to…?
Spend more time outdoors with my family, either in the mountains or at the beach (preferably both!)
Where did you grow up? Where do you live now?
I grew up in Frederick, Maryland. From there I moved to Nashville for college. My wife and I moved to Connecticut for a few years before settling in Annapolis, Maryland.
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Analyst®
Certified Private Wealth Advisor®
Belmont University
B.A., finance
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