Partner, VLP Financial Advisors
Past Chair of the Financial Planning and Wealth Management Advisory Board
Biography
Dan works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs.
Dan is a passionate advocate for the financial planning profession and was the 2016 president of the Financial Planning Association National Capital Area Chapter (FPANCA) and served on the FPANCA board for nine years. FPANCA is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Dan has been named one of Northern Virginia Magazine’s Top Financial Professionals for the last ten years as well as being named one of Washingtonian Magazine’s Top Financial Advisors for the past nine years.
A lifelong resident of Northern Virginia, Dan resides in Fairfax with his wife, their two children, three cats and one dog. Dan is a certified VHSL high school basketball official. Dan enjoys working out, red wine and attending his children’s various sporting events.