General Info

As a trusted 3(21) fiduciary, Dan provides retirement plan sponsors with advice for optimizing investment lineups, reducing expenses, and expertly managing fiduciary responsibilities. He also provides 3(38) Investment Manager services for those seeking additional fiduciary support. With a focus on customized plan design and ongoing investment monitoring, and the empathetic dedication to employeesâ?? financial wellness, Dan ensures the ideal retirement plan solutions for employers and their employees. Dan serves as a comprehensive resource for employers, financial service professionals, CPAs, and attorneys, helping them design and implement retirement plan solutions tailored to their unique needs & those of their clients.