Dan has been working with healthcare professionals for the past 15 years as a trusted financial advisor. He takes great pride in working with doctors and focuses on making sure they feel comfortable in their understanding of how each financial instrument is designed to work. Dan understands that while physicians may have an expertise in healthcare, they may be limited in their understanding of financial products. Dan aims to keep it simple and provide clarity for his clients.

With a brother as a physician, he understands the importance of a physician’s time and seeks to keep the process simple and clear so that each person can make an informed decision. Dan’s approach is not just about providing financial advice; it’s about building long-lasting relationships based on trust and understanding. By tailoring his services to the specific needs and preferences of healthcare professionals, Dan ensures that his clients are well-equipped to achieve their financial goals while focusing on their primary calling of caring for others.

Dan’s commitment to excellence and dedication to his clients’ success have earned him a reputation as a trusted adviser in the healthcare community. He looks forward to continuing to serve healthcare professionals and helping them navigate the complexities of financial planning with confidence and peace of mind.

Emory University
Direct: 917-757-3447
Email: [email protected]