Dan is a partner at VLP Financial Advisors and has been active in the profession for over 20 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short term worries and encouraging them to focus on their bigger financial picture.His approach has resulted in long-term client relationships that are built on a foundation of trust and understanding.
Dan works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs.
Dan is a passionate advocate for the financial planning profession and was the 2016 president of the Financial Planning Association National Capital Area Chapter which is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Dan’s Professional Credentials:
- Certified Financial Planner™
- Accredited Investment Fiduciary™
- Licensed for Life, Disability, and Health Insurance
Dan has been named one of Northern Virginia Magazine’s Top Financial Professionals for the last six years as well as being named one of Washingtonian Magazine’s Top Financial Advisors for the past five years.
Getting to Know Dan _________________________________________________________________
A lifelong resident of Northern Virginia, Dan resides in Fairfax with his wife, Lorelei, and their two children, three cats, and one dog. Dan recently became certified to be a high school basketball referee and is the commissioner of his daughter’s basketball league. Dan enjoys working out and attending his children’s various sporting events.
If Dan could meet anyone past or present it would be: Both of his Grandfathers who passed away when he was very young.
Place Dan would most like to visit: New Zealand
Favorite Book:The E-Myth
Favorite Movie: Star Wars (all of them)
Favorite Food: Anything Thai
Favorite Quote: “Treat others the same way you want them to treat you.”
Favorite Holiday: Christmas
Hidden Talent: Not a bad 3-point shooter.
What Motivates Dan:Helping others
Something on Dan’s Bucket List: Visiting New Zealand
Dan’s Biggest Accomplishment: His two children