As Vice President of Private Wealth Management, Dan is committed to being a trusted and knowledgeable resource for clients. Dan has a passion for helping families grow and protect their wealth. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Dan’s knowledge base is deeply rooted in complex investing strategies, comprehensive asset protection methods, as well as advanced tax and estate planning concepts.
Dan previously worked at Fidelity Investments in various capacities and most recently served as Senior Wealth Advisor and Director of Financial Planning at Camarda Wealth Advisory Group. He has specific expertise in working with high-net-worth families and crafting tailored and thorough financial plans.
Dan resides in Jacksonville, FL with his wife Valerie, and two children Barrett and Lily. Dan’s family loves to spend time outdoors, traveling and, visiting Disney’s Ft. Wilderness in their RV. Dan is also a big Jaguars fan and is often at the stadium cheering the home team on.
Community Causes
• Hunger Fight
Education
• BA in Finance, University of North Florida
Designations & Licenses
• CERTIFIED FINANCIAL PLANNER™ Professional