Dan helps clients establish a plan and achieve their goals through all stages of their life. He provides expert guidance on wealth management, retirement planning, risk management, social security, saving for college, and income generation. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Certified Retirement Counselor® (CRC®), and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet in 2015, Dan worked with NVE Bank as a business analyst and staff accountant. He has a dual B.S. in Finance with a concentration in Financial Planning and Finance from William Paterson University. Dan lives with his wife and two sons, and enjoys sports, plays softball, and volunteers for local causes related to the environment.