In almost three decades in the financial industry, Dan has provided valuable financial services to several hundred individuals and families. Born and raised in Erie, Pennsylvania, he enjoys spending time with his wife, Monica, and his three children Daniel, Patrick, and Sean. Dan followed his father in financial services, who retired after 40 years. He also has two brothers associated with Kress Financial that collectively have over 60 years of experience. When not meeting with clients, Dan enjoys golfing and hunting and has stayed active in his community coaching various youth sports.
Very early on he discovered the importance of education, especially when helping clients through the retirement planning process. A graduate of Edinboro University, he completed his LUTCF Fellowship program in 1993. He went on to obtain his Chartered Financial Consultant (ChFC®) diploma and professional designation from the American College in 1998. This designation is awarded to persons who complete a ten-course program of study and twenty hours of supervised examinations and fulfill stringent experience and ethical requirements. A few years later, Dan became a Certified Financial Planner (CFP®) . To receive this mark from the CFP Board of Standards, he successfully completed financial planning course work and passed a certification examination. This extensive examination involves mastering nearly 100 integrated financial planning topics covering the following areas: the financial planning process, risk management, investments, tax planning, retirement and employee benefits, and estate planning.
Dan has his security license Series 6, 7, 24, 63, and 65, along with licenses for life, health and long-term care insurance. Dan is also an Investment Advisor Representative with Royal Alliance Associates, Inc. He has been a qualifying member of the Million Dollar Round Table since 1995, a distinction placing him among the top performers of the financial services industry.
Dan is also a member of the following groups:
- National Association of Insurance and Financial Advisors (NAIFA)
- Erie Estate Planning Council
- Financial Services Institute (FSI)
- ACE Inner Circle with John Hancock Financial Network
- Life Member of the Million Dollar Round Table (Standards)