Client Service Associate, RWM
Dan has previous client service experience in the Financial Services industry working at Morgan Stanley in New York, as well as, with eVestment & Keystone Financial Services in Metro Atlanta. Dan came on board with Reveille Wealth Management in November 2021. Dan relocated to Peachtree City from his hometown of Merrick, New York in 2013. Dan met his wife Stephanie, a Fayette County schoolteacher, in Peachtree City and he has a daughter Lilly & stepson Luke. Dan and his family reside in Peachtree City and enjoy attending outdoor activities in and around South Metro Atlanta. Dan also enjoys rooting on his favorite New York sports teams and attending games when they play in Atlanta.