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Dan is a finance professional having held key roles at Axos Clearing Inc., Casemore LLC, and TD Ameritrade. As a Trader/Research Analyst at Stevens Capital Partners™, he brings a passion for trading and market analysis, coupled with a commitment to delivering data-driven strategies that drive growth while effectively managing risk. Known for his disciplined approach and dedication to transparency, Dan ensures every decision is in line with the clients' financial goals. He holds the Series 7 and 63 licenses and prides himself on his analytical mindset and commitment to client success.
Outside of work, Dan enjoys spending time with his wife, Monica, their 3-year-old daughter and two dogs. He values quality family moments and balances his professional pursuits with his personal life.
Outside of work, Dan enjoys spending time with his wife, Monica, their 3-year-old daughter and two dogs. He values quality family moments and balances his professional pursuits with his personal life.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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