Dan has been with the Kress Financial team for over five years now after graduating from Penn State Behrend with a Major in Finance and Minor in Business Economics. He holds his Series 66 & 7 professional licenses.
Dan is a big believer of the “team effort” approach KFS takes and always making sure that the client comes first. Dan finished becoming a Certified Financial Planner and a Chartered Financial Consultant™ by 2020. His role with the company typically involves client interaction whether that is conference calls, reviewing investments or statements, fact finding, summarizing income objectives, etc. Outside of working at Kress Financial, Dan enjoys spending his free time with his wife, Kayla, as well as spending time out at Findley Lake or at the golf course.