Dan has been with the Kress Financial team for over three years now after graduating from Penn State Behrend with a Major in Finance and Minor in Business Economics. Recently passed his Series 66 and 7 exams and educationally ready to take the CFP certification exam after completing the CFP program at Penn State Behrend.
His role with the company typically involves client interaction whether that is conference calls, reviewing investments or statements, fact finding, summarizing income objectives, etc. Dan sometimes helps Pat handle some of the client preparation before meetings. Outside working at Kress Financial, Dan enjoys spending his free time with his wife, Kayla, out at Findley Lake or at the golf course.