Dan spent 19 years in banking, primarily in a management role. He then brought his financial experience and education to his comprehensive financial planning practice in 1994.
As an Attorney, MBA, and CERTIFIED FINANCIAL PLANNER™ professional, Dan provides a cross-disciplinary approach to a wide range of financial issues focusing on the unique issues of physicians, attorneys , and closely held businesses.
These include, estate planning, charitable gift planning, business succession planning, retirement planning, portfolio management and asset protection issues.
*Licensed but not practicing law. Legal services are not offered through, or supervised by Lincoln Investment, Capital Analysts, or Beacon Financial Advisory.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comBeacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO, and the above firms are independent and non-affiliated.
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