Dann comes to us with over two decades in the financial services arena. With experience at both large insurance companies and international bank/brokerage firms he primarily concentrates on insurance and wealth accumulation planning. Dann has earned the Life Underwriters Training Council Fellow (LUTCF) designation.
He believes investment programs should be individually designed to provide a prudent road map to each persons financial goals and aspirations. A financial plan is a living process. It will always require diligence, review, and adjustment to stay true to its purpose and ultimate success for the client.
Dann and his wife Beverly live in Batavia. They enjoy chores around the home, camping in the Adirondacks, as well as community and Church Service. Together they make time for their four grown children and 2 grandchildren.
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