Principal
Dan joined the firm in 2016 and has nearly 20 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 two dogs, 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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- Financial Planning Counselors of Western New York (FPC) *Board President
- Community Foundation of Greater Buffalo Professional Advisor Council *Chairman
- American Institute of Certified Public Accountants (AICPA)
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- New York State Society of Certified Public Accountants (NYSSCPA)
- Western New York Estate Planning Council
- Financial Planning Association (FPA)
Professional Speaking Engagements and Recognitions:
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- Marquis Who's Who 2023 Distinguished Leaders Honoree
- January 10, 2024: Financial Planning Association of WNY, Secure Act 2.0 and Inflation Reduction Act
- May 17, 2023: Financial Planning Counselors of WNY, Secure Act 2.0 and Inflation Reduction Act
- 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 [email protected] or 716-580-3906, ext. 101.
Connect with Dan on LinkedIn