Dan is a Certified Financial Planner™ and a retired Certified Public Accountant with 30 plus years’ experience. He joined the FSA Investment Group in 2013 after leaving a local wealth management firm in which he was a partner for eleven years. Dan has been active in his home City of Gulf Breeze, serving on the City Council for ten years and the Chairman of numerous Boards. Dan works primarily with families assisting them with various aspects of their financial needs.