Dan is a true team player here at The ROI Group

From an early age, Dan not only showed leadership but empathy and humanity in his approach to life.  He excelled on and off the gridiron, often pulling out wins when the going looked tough.  A graduate of West Chester University, as well as an All PSCA Scholar Athlete for the Rams, Dan’s values for planning and education have always been ahead of the game.

Remaining true to his nature, Dan built a solid foundation in the financial services industry through various roles under several industry mentors.  During this time, he discovered a passion for finance and gained an appreciation for the connection between financial freedom and a well-balanced life.

Dan has recently joined The ROI Group, which he believes embodies his core beliefs; as a strategic partner that empowers families to understand and realize their financial goals.