Background

Dan is a Wealth Management Advisor for Northwestern Mutual Wealth Management Company. He provides financial planning and investment services to successful individuals and growing families. Dan graduated from West Virginia University with a Bachelor of Science Degree in Business Administration with a focus in Corporate Finance. He also completed the College for Financial Planning Professional Education Program. Dan began his career with Northwestern Mutual directly out of college in 1984.

Education

• College for Financial Planning, 1995
• West Virginia University: Bachelor of Science in Business Administration, 1984

Retirement Income Certified Professional® (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Associations and Memberships

Dan is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

The NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Achievements

Forum
Dan has been recognized for achieving Forum, which is the highest level of productivity and excellence. He is part of an elite group representing the top segment of the Northwestern Mutual industry leading field force.

The Million Dollar Round Table
The Million Dollar Round Table (MDRT) is a global, independent association for the world's leading financial services professionals. MDRT membership is recognized internationally as the standard of excellence in business.

Nico graduated from the Smeal College of Business at Penn State University with a Bachelor’s Degree in Business Administration and Finance in May 2016. At Penn State, Nico competed on the Varsity Wrestling Team. In addition to being the 2016 National Champion, he was a four-time All-American and four-time Academic All-American. He has also received the Big 10 Medal of Honor for Student Athletes. Nico’s diligence and dedication on the mat is now being carried into his financial planning at Northwestern Mutual. He collaborates with individuals and their families to help them gain financial security.

In Nico's time away from the office, he enjoys spending time with family and friends, continuing his wrestling career for the Pitt Wrestling Club, and training the future generation of wrestlers.