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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.

Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC.  Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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