Caring for Aging Parents
An accomplished Financial Services Professional focused on helping families and businesses achieve their financial goals.
Dan’s passion for helping people is paramount to his view of success. Guiding clients to gain financial literacy, manage debt, and grow their personal and financial well-being are ways he continues to act on his vision.
Dan has helped countless clients and colleagues during his eighteen years working in the financial industry, where he held titles such as Regional Manager, Vice President. He enjoys helping clients realize their financial & personal goals by arming them with knowledge and organizational skills. During this time, he also expanded his community reach by coaching and training numerous colleagues and managers to positively impact more people.
In his free time, Dan enjoys investing quality time with his family and friends, going to the beach, amusement parks with his family, finding hidden gem restaurants, and giving back to the community. He lived most of his life in Massachusetts, but the vast outdoor lifestyle options of the sunshine state are what brought the family to the Tampa Bay area. Dan’s ultimate joys in life are his wife, April who is a Registered Nurse, and his grade school-age daughter, Abigail.
INTRODUCING THE LIVING BALANCE SHEET®
The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals.
| GET ORGANIZEDKeeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe. The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your: ■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■
With all accounts and values in one location, you always know what you have and what you’re worth. |
The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian. Financial Representative of Guardian.