CEO & Managing Partner
Dan has been serving his clients as a Financial Advisor for 25 years. As a CERTIFIED FINANCIAL PLANNER™ professional he is committed to helping his clients achieve their financial goals. Dan is married and resides in Thornton,...
CCO & Managing Partner
For the past decade, Joe has worked as a Financial Advisor to help clients reach their financial goals. His experience and commitment to responsible financial management is an integral part of Ballast’s philosophy. Joe is also a...
Dave has a lifetime of experience working to help make financial decisions which benefit more than just the bottom line, from his 34 years serving as Finance Director and County Administrator of Sussex County, Delaware, and now as a...
Dan is a graduate of West Chester University with dual majors in finance and economics and a minor in statistics. In other words, a perfect fit for Ballast. Dan started his career with Ballast in January 2018 as an intern and his...
Our mission is to understand you and your goals and help you achieve those goals through unbiased, comprehensive financial advice.
Our team of professionals have a combined half century of experience in financial services. We are here to help you address your goals of today as well as those years along in your journey.
We are fully invested in your success.