Client Relationship Manager
On his way to becoming a Financial Advisor, Dan is motivated and passionate about learning and developing his fundamental investment knowledge and services. Dan's professionalism, dedication, and exceptional eye for detail make him a perfect fit to the Rockline Wealth Management team.
As a Financial Advisor, Dan will be responsible for analyzing clients' goals and needs, while giving them one-on-one guidance and tactical approaches to any questions or concerns. Dan will always put his clients first, maintaining consistent communication, and thinking of a client's portfolio as if it were his own.
Dan currently resides in Lake Ronkonkoma, New York, with his wife Kelly and dog Lily. In his free time, Dan enjoys golfing and spending time with his friends and family.