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 responsibilities have continued to grow. Dan earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 and is dedicated to working with clients to help them achieve financial success and peace of mind. In his spare time you can find him fishing and sailing in the waters of the Chesapeake Bay.