Dan and Cicely partnered up in November of 2019 with two goals in mind: provide the best possible client experience and be the best planners they could be.
Dan had several previous lives to being a financial advisor (Naval officer, CFA, hedge fund manager, professor of behavioral finance and CFA review to name a few) so the basic investment principles and asset management aspects of planning came easily to him.
Cicely got her start in the business as a retirement planning specialist and moved into additional business services, working with independent contractors and small business owners. Where Dan had the asset allocation and investing know-how, Cicely kept up to date with the ever-changing laws and knew the best types of plans to support financial and taxation objectives for business owners and anyone with the primary concern of retirement planning.
Dan and Cicely have a passion for the individuals behind the financial goals and want to do everything they can to ensure their financial security is set.
