Dan is a Client Advisor in the New York office and a member of the Personnel Development Committee. He has more than ten years experience counseling corporate executives and high net worth individuals and families in tax, investments, insurance, company benefits, estate planning, and retirement planning.

Prior to joining HPM Partners, Dan was President of Dendron Advisors, LLC, an investment advisory firm.  Prior to Dendron, Dan was Vice President at Black Coral Financial Advisors and Senior Executive Financial Planner at the Ayco Company, A Goldman Sachs Company.

He earned a Bachelor of Science in marketing from Rutgers College of Business in 2001. In 2007, he became a CFP® professional, receiving the designation from the College for Financial Planning in Denver, CO. Daniel is a Registered Insurance agent.