Dan joined the Bay Point team in 2018 as a Financial Advisor, working with individuals and families seeking objective and thoughtful financial advice. Coming from the wholesale investment side of the business 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.
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 specializes in working with High Net Worth Individuals and business owners using his expertise in investments and financial planning to build and implement investment strategies and financial plans.
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 Washington Football Team, or enjoying the limited quiet time with his wife.
email: firstname.lastname@example.org | phone: 443-837-6203