What Other Financial Advisors Say...

J’Neane Theus

Columbia, MD

"Dan is a very smart guy who understands what it takes to create and run a profit based practice. It’s about a lot more than just throwing money at marketing."

Sam Badgley

Williamstown, WV

"What I like best about working with Dan is that everything he teaches comes from his own experience. He’s not throwing a bunch of theory or untried strategies at you. He understand the obstacles a fee based advisor faces because he is one."