About Dan
With over 15 years of experience in the financial services industry, I’ve had the privilege of working with both individuals and advisors to bring clarity and confidence to the financial decision-making process. My career has been built on two core beliefs: that everyone deserves a plan that connects their goals with their resources, and that advisors thrive when they can focus more on relationships and less on distractions.
As Vice President of Advisor Development at Wealthcare, I partner with advisors to strengthen their businesses, refine their strategies, and create better client outcomes. At the same time, my work as a Certified Financial Planner™ Professional allows me to help families and individuals simplify complexity—whether it’s planning for retirement, managing investments, or preparing for life’s “what ifs.”
I hold a degree in Business Management from Shippensburg University and an MBA in Finance from Penn State University. These academic foundations, combined with years of hands-on experience working with clients and advisors, enable me to bridge the gap between sophisticated financial analysis and practical, everyday advice.
Outside of work, my wife and I are raising two boys on our horse farm in Chester County. As a family, we enjoy spending time outdoors—whether it’s caring for the farm, camping, or fishing together.
Above all, I believe in an approach that’s clear, straightforward, and centered on what matters most to the people I serve. Whether you’re an advisor looking to grow your practice or an individual seeking a trusted guide for your financial life, my goal is to provide the tools, insights, and partnership to help you succeed.
Life Relevant Financial Advice
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Client Relationship Summary.
Why Wealthcare?
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Our Process
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Dream Big
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
Overfunded
Comfort Zone®
Underfunded
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This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
