Dan is responsible for the execution and delivery of the firm’s insurance and financial planning services to its clients. He has broad experience in sophisticated insurance case design, retirement planning, executive equity compensation and philanthropic planning.
Prior to joining KB Financial, Dan was a management consultant for an international firm where he focused on mergers and acquisitions and corporate strategic planning. Dan, a Certified
Financial Planner (CFP®), completed his MBA in Finance at Rutgers University and received an undergraduate degree from Lehigh University.
CA Insurance License #0E68301
Dan enjoys golf, tennis and hiking with his family. He lives in Yardley, Pennsylvania with his wife and their three children.