Bio

Dan joined Oak Ridge Financial in June 2023. Before coming to Oak Ridge, Dan worked at Ameriprise Financial and Hilltop Securities. Dan specializes in providing customized portfolios tailored specifically to the client's needs. Dan graduated from St. John's University with a degree in Political Science. He lives in North Oaks with his wife Theresa and their three kids, Katherine, Abigail and Joe. Outside of the office, Dan enjoys spending time in his garden, on a hiking trail, a music venue, or on the tennis court.