Dan started in the financial services business in 1987. He founded Southtowns Financial Group, Inc., in 1994. A certified Financial Planner ®, Dan is also a Chartered Financial Consultant (ChFC), a Certified Family Business Specialist (CFBS) and an Investment Advisor Representative of MML Investors Services, LLC.
Dan and his wife Susan live in Buffalo, NY, with their three sons and daughter.
Canisius College – B.S., Accounting
National University - MBA
College of Financial Planning – MS, Business
Life Underwriters Training Council Fellow (LUTCF)
Certified Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Certified Financial Planner (CFP ®)
Advisor Asset Management Specialist (AAMS)
Certified in Long- Term Care (CLTC)
Million Dollar Round Table – Lifetime Member
Agency Top 10
Blue Chip Council
Top of the Council
Community Service Award