Dan partners with business owners and management to design practical solutions that address the growing complexity of retirement plans and employee benefits programs. He helps to implement improvements that support both employees and companies with their financial goals while staying compliant with the latest regulations. Prior to joining the firm, Dan advised global Fortune 500 companies as a management consultant with PricewaterhouseCoopers, Ernst & Young, and Slalom Consulting focusing on the banking, insurance, automotive, and technology sectors. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary^® (AIF^®)  credentials demonstrating knowledge, expertise, and commitment working with retirement plans.

Bringing nearly two decades of experience, Mike entered the wealth management industry right out of college following in his father’s footsteps and joining the family practice along with his brother, Dan. He has earned the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® professional certifications to serve his clients more deeply. He also holds the FINRA Series 7, 66 and 24, as well as the Life and Health Insurance licenses. Mike attended Equitable Institute at Harvard University, an advanced learning curriculum focusing on asset allocation and wealth management. He is proud to have been inducted into the Equitable Advisors Hall of Fame and is a member of the firm’s Elite Producer Group. He was recognized as a Five Star Wealth Manager in 2013, 2016, 2017 and 2023 and an AdvisorHub “Advisors to Watch” 2023: #7 Nationally in Advisors managing under $1B. Mike has been featured in and contributed to numerous financial publications including Wall Street Journal, Forbes, Business Insider, Yahoo! Finance, MSN, Money Magazine and New Jersey Monthly. He earned a B.S. in economics with a concentration in money and banking from Penn State University, Smeal College of Business.

Sal has practiced as a Financial Consultant with Equitable Financial since 1995, and he has since been inducted into the Equitable Advisors Hall of Fame and named to the firm’s Elite Producer Group. He is also a member of the Million Dollar Round Table, an independent association of the world’s leading financial services and life insurance professionals. Prior to joining Equitable Financial, Sal worked for Coopers & Lybrand and Delta Dental. He holds the Chartered Life Underwriter designation and the Series 7 and 63 licenses, and he graduated from Seton Hall University with a B.S. in accounting.