Taking an Educational Approach to Teaching Fundamental Financial Concepts and Protecting Families with the Proper Coverage of Term Life Insurance - Doing what is right 100% of the time !!!
Complimentary Financial Needs Analysis available. Call anytime to schedule a meeting to discuss your needs and expand our network, always looking to associate with great people !!!
Regards,
Ovi ~

Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice. He joined the Athena Financial Group, now the Arrowroot Family Office because he wanted to work with a full-service, fee-only fiduciary firm that tailors to families, small businesses, and professionals. In addition to financial planning, Dan is in charge of investment research and policy at the firm. A native of Boston, he has a bachelor’s from the University of New England and a Masters from University of Miami (FL). In addition to his passion for finance. Dan is a exercise physiologist with over a decade of expertise. At the root of Dan’s interests is a passion for helping people better themselves.