Dan is nationally recognized in the field of Exit Planning for business owners. Dan is a Certified Public Accountant*(CPA) with a Personal Financial Specialist designation (PFS), a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant (ChFC). He has appeared on CNN and has lectured on numerous Financial and Exit Planning topics to both general and professional audiences, such as the New Jersey Society of CPA's, the National Association of Accountants, The Institute for Continuing Legal Education and the International Association of Financial Planners. Dan has also been featured on station WFAS Financial Radio and in the Record and Journal News Business columns.

Prior to forming Equity Strategies Group, Dan was the Regional Chief Executive Officer of the NY/NJ Metro Region of Sagemark Consulting. As a practitioner, his areas of expertise include the design and implementation of creative Exit Plans, Income Tax, Estate Planning and Wealth Transfer solutions for successful clients and their families. Dan is a member of the Resource Group and Private Wealth Services Group providing him direct access to all of the firm's advanced level resources and the most sophisticated, cutting edge ideas available in the industry. Dan started his career as a tax consultant with Price Waterhouse. He is a member of the American Institute of CPA's, NJSCPA, Business Enterprise Institute, Alliance of Mergers & Acquisitions Advisors, the Alliance for Corporate Wealth and is a Registered Securities Principal. Dan is a Magna Cum Laude graduate of Fairleigh Dickinson University with a B.S. degree in Accounting.

*Licensed, not practicing accountancy on behalf of Lincoln Financial Advisors/Sagemark Consulting. Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.