As Branch Operations Manager, Dan keeps the day-to-day of the firm running the way clients expect it to — and the way the team needs it to.

Dan is motivated and passionate about learning and developing his fundamental investment knowledge and services. His professionalism, dedication, and exceptional eye for detail make him a natural fit to the Rockline Wealth Management team. Dan puts Rockline clients first, maintaining the consistent communication and operational discipline that keep every client relationship running smoothly.

Dan currently resides in Lake Ronkonkoma, New York, with his wife Kelly and their children. In his free time, Dan enjoys golfing and spending time with friends and family.