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.