Over 40 years in the business world as a Business Owner & Entrepreneur in small domestic companies up to Fortune 500 companies; as well as International Marketing organizations. Has consistently helped hundreds of families and received numerous “Outstanding Performance” Awards throughout his career.
Have held multiple State Insurance Licenses, Virginia Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) Securities Licenses; and worked with nationally known Financial Services companies including Nationwide Insurance & Financial Services, NEXT Financial Group, and Capitol Securities Management Co. Also held ChFEBC (Chartered Federal Employees Benefits Consultant), CBI (Certified Business Intermediary), and CFS (Certified Factoring Specialist) certifications. Currently Life & Annuities licensed in 9 States with First Financial Securities/Shirley Luu & Associates – Financial Services & Insurance.
Dan’s first (9 year) Entrepreneur experience was running his own Business Intermediary Company finding private business owners who wanted to sell their business. He analyzed the business and prepared a business valuation, followed by a marketing plan, searching for and finding a qualified buyer, and culminating in a contract to sell that business.
Primary focus: Providing financial products that provide “Guaranteed Lifetime Income” and which typically include “No Fees” and have “No Market Down-Side Risk”; as well as being a “Tax Free Retirement Account” (TFRA). After going through the GOALL certification program, Dan has found one easy way to combine all of his personal “Primary Focus” goals, and can now “help caring business owners gain a competitive edge to attract new/top talent, keep their employees feeling happy and appreciated, and provide a benefit that their employees will be able to retain throughout their lives.”
Whether working with Business Owners and their Employees, Pre-Retirees, Retirees, or anything in between; Dan enjoys implementing advanced financial planning & wealth management strategies that maximize income and legacy distribution while minimizing taxes and managing risk.
Dan is an active member of the Society for Financial Awareness (SOFA), providing generic financial education on a Pro Bono basis 50 year native of Virginia, Married with 5 children, 4 grandchildren and a loving Golden Retriever.
“Without counsel plans fail, but with many advisors they succeed.” Proverbs 15:22