Branch Operations Manager
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.
Dan will always put Rockline Wealth Management clients first while helping to maintain consistent communication.
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.