Dan is passionate about placing investors and clients 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. Coming from the wholesale investment side of the business Dan felt wealth management offered a better alignment between his enjoyment of solving problems with his affinity towards helping others. His attentiveness toward both numbers and people makes him an ideal complement for families navigating a challenging wealth management landscape.
Dan 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.
He 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. In 2023, Dan received the Certified Private Wealth Advisor® (CPWA®) Certification, an advanced credential created specifically for wealth managers who focus on the life cycle of wealth: accumulation, preservation, and distribution. He earned the certification because of his deep understanding of how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
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 Tottenham or the Commanders, or enjoying the limited quiet time with his wife.
Certifications & Education
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Analyst® (CFA)
- Certified Private Wealth Advisor®
- Bachelor of Business Administration, Concentration in Finance, Belmont University
- Financial Planning
- Investment Portfolio Management
- Insurance Analysis
- Tax Planning