He is a Chartered Financial Analyst® (CFA) Charterholder, one of the most respected and recognized investment credentials in the world. The CFA Charter reflects his passion and commitment to placing investor and client interests above all else.
Dan joined the Bay Point team in 2018 as a Financial Advisor, working with individuals and families seeking objective and thoughtful financial advice. Growing up wanting to be an architect, Dan felt wealth management offered a better alignment between his enjoyment in solving problems with his affinity towards helping others. His attentiveness towards both numbers and people makes him an ideal complement for families navigating a challenging wealth management landscape.
Dan grew up in Frederick, MD and now lives in Arnold, MD with his wife Christie and their twin daughters, Mollie and Mackenzie, and son, Max. When he is not helping clients, he is likely playing with his children in the backyard, watching his beloved Redskins, or enjoying the limited quiet time with his wife.