Dan is a Wealth Advisor at Fidato Wealth, where he specializes in providing exceptional advisory services to both existing and prospective high-net-worth clients. Through collaboration with the Fidato Wealth advisory team, Dan is responsible for ensuring that clients progress with their individualized wealth planning goals and are connected with a professional network of attorneys, accountants, and other specialists to help advance their wealth plan.
Dan was born and raised in Youngstown, Ohio and graduated from Youngstown State University with a bachelor’s degree in business administration. Upon graduation, he earned his CERTIFIED FINANCIAL PLANNER™ marks and continued on to obtain a master’s degree in personal financial planning from Kansas State University. He earned additional graduate certificates in financial therapy and advanced financial planning along the way. Prior to his time at Fidato Wealth, Dan served as a back-office financial planner for advisory firms across the country.
Dan resides in Youngstown, Ohio with his wife Alisha and their daughters Rosealina and Lilyana. He lives to put God and his family first. He and Alisha lead worship at their local church and enjoy adventuring to local parks, distant beaches, and small-town coffee shops.