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.
- 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.
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.
John graduated from Duquesne University with a Bachelor’s Degree in Accounting and Finance. Prior to joining Megaludis Financial, John worked at Ernst & Young, The Siegfried Group, and Federated Hermes. Outside of the office, John enjoys spending time with friends and family. His hobbies include baseball, fitness, and traveling.
Katlynn graduated from Penn State University with a Bachelor’s Degree in Business and Psychology. Prior to joining Megaludis Financial, Katlynn worked at J. A. Martin Enterprises. Katlynn specializes in insurance services and 401(k) division. Outside of the office, Katlynn enjoys spending time with friends, family, and her dogs, Zeus and Thor. Her hobbies include traveling, kayaking, snowboarding, and wake surfing.
Saige began her career with Northwestern Mutual in 2014 as an Associate Financial Representative and transitioned to Director of Operations with Megaludis Financial in January of 2021. She currently handles the day-to-day operations of our investment department and assists with client servicing.
Saige and her boyfriend, Chris, currently reside in Monroeville with their son, Alessio. In her spare time, Saige enjoys boating at her lake house, traveling, being outdoors and spending time with her family and two dogs, Rocky and Bruno.
Natalie is a Penn State graduate who started working for Northwestern Mutual in 2008. In 2017, Natalie joined Megaludis Financial where her primary focus is investment services.
Natalie and her husband, Kevin, currently reside in North Huntingdon with their two children. In her spare time, you can find her volunteering in her daughter's classroom.