Dan has counseled more than a thousand people to help them understand investment, tax, estate planning, and insurance planning. But what he loves most is helping people prepare to invest in their children's education. Dan has spent the last 10 years researching and learning about how the government and colleges have collectively setup the financial aid system. With that knowledge in hand, he and his wife, Tracey, formed College Planning Solutions LLC in 2002 and Equity Enhancement Specialist LLC in 2005. The missions of both companies is to help other parents understand this complex system of criteria, requirements, and forms, and how they can secure a future for their children.
According to Dan, "We take pride in doing honest work and nurturing our relationships with our clients. I do everything I advise my clients to do because I believe in our concepts and strategies whole heartedly."
Dan is a member of N.A.C.F.A. (National Association of College Funding Advisors); and a seminar speaker at various schools, libraries, churches, radio shows, and adult community education programs. He has a B.A. Degree in Finance from Walsh College.
Out of the office, Dan likes to spend time with the family and friends, golfing, riding Harleys, running with his dog, and spending time vacationing with friends and family in South Florida.