Dan is the Founder and President of Wealth Preservation Specialists, LLC, an investment management firm formed in 2005. Dan has been securities registered since 1985 (registrations currently held through LPL Financial). With over 30 years of investment management experience, he has navigated many market cycles. He is also well versed in insurance planning having spent five years with Sagemark Consulting, a division of Lincoln Financial Group. His banking experience spanned 10 years. He was Vice President of Citibank N.A. in the Citigold division on Fifth Avenue in New York City. This division served high net worth families.
Dan proudly grew up in Queens, New York, and now lives with his family on Long Island. He enjoys golf, basketball, ping pong and traveling.