My number one goal is to deliver high quality, personalized retirement planning education and guidance to our Retirement Solutions plan participants so that they can successfully meet their retirement goals and objectives.
Dan spends many of his days on-site with plan participants to assist with retirement plan portfolio construction, monitoring, and education. On an individual level, he is also available to help participants develop a financial plan to help meet their retirement needs and goals. At the plan sponsor level, Dan participates in client Investment Committee meetings. In these meetings, Dan provides an in-depth review and analysis of investments on the Plan’s platform, benchmarking analysis of plan fees, and review of plan participant demographics.
Dan lives in New Kensington, PA with his wife, Lynda, his son, Owen, and their dog, Charlotte. When he’s not attending a Pitt Panthers football game or cheering on the Pittsburgh Pirates, Steelers, and Penguins, you can find Dan out biking or reading.
Accredited Asset Management Specialist
CERTIFIED FINANCIAL PLANNER™ Practitioner
B.A. in Finance, Indiana University of Pennsylvania
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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