With more than 20 years of experience, Dan possesses in-depth knowledge of the investment management industry. Dan works with a wide variety of personal Trust clients and has spend much of the past 14 years in the implementation and continuation of Corporate Retirement Plans. Employee education continues to be a main source of job satisfaction.
In his spare time, Dan enjoys spending time with his wife and children. He also enjoys exercising and cooking.
Important Consumer Information
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First International Investments, and may also be employees of First International Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First International Bank & Trust or First International Investments. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.