Principal
Dan joined the firm in 2016 and has over 13 years of professional experience. He provides comprehensive financial planning services with a focus on multi-year tax planning through retirement. Prior to joining Waterford, he worked as a tax manager at a large regional accounting firm where he specialized in business succession planning and Trust and Estate Planning. In his free time Dan enjoys spending time with his wife, Jill, three children, Thomas, Jonathan, & Emily, and four dogs, Samson, Scooner, Finn, and Sadie. He and his family run a small hobby farm on the outskirts of Hamburg Village where they currently raise alpacas, goats, and chickens.
Education:
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- Purdue University, Bachelor of Science in Accounting and Economics
- Northeastern University, Master of Science in Taxation
Professional Designations:
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- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Memberships & Community Involvement:
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- American Institute of Certified Public Accountants (AICPA)
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- New York State Society of Certified Public Accountants (NYSSCPA)
- Financial Planning Counselors of Western New York (FPC) Vice President of the Board
- Western New York Estate Planning Council
- Financial Planning Association (FPA)
- Community Foundation of Greater Buffalo Professional Advisor Alumni
Professional Speaking Engagements:
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- November 1, 2022: Western New York Estate Planning Council, Tax Efficient Retirement Strategies and Their Impact on Estate Planning, Buffalo Club, Buffalo NY
- January 12, 2022: Financial Planning Association of Western New York, Tax Efficiency in Retirement Planning, Zoom
- September 15, 2021: Financial Planning Counselors of Western New York, Tax Efficiency in Retirement Planning Strategies, Buffalo Club, Buffalo NY
Contact Dan at dbs@waterfordadv.com or 716-580-3906, ext. 101.
Connect with Dan on LinkedIn