Best known for guiding his clients through their financial journey with patience and care, Dan connects with each individual on a person level, always keeping their best interest at the heart of his work. Prior to joining Murnick Financial Group, Dan has held various senior roles working in finance and technology with 15 years at TD Ameritrade and Société Générale. His specialties include wealth management, 401K rollovers, college planning, and investment advisory services. Dan resides in Montclair, New Jersey where he and his wife have raised three children. Outside of business Dan enjoys golf and international travel.