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“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company.
A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.
In addition to accounting functions, Dan is also responsible for Marshall Financial Group’s compliance functions. Dan lives in Pennsburg with his wife Cindy and three kids. He enjoys staying active in his kids’ activities and can be seen cheering them on at swim meets or water polo games, as well as organizing fundraising events.