Assist in the preparation and ongoing maintenance of comprehensive goals-based financial plans for clients which provide the roadmap for their financial journey
Temple University, BBA, Finance and Financial Planning
Personal
Outside of work, Danny enjoys spending time with his best friend, Big Dog. In the summer, they go swimming in the creek and play fetch with a stick; in the winter they enjoy romping in the snow and building a snowman. Danny also enjoys rehabbing older Philadelphia homes with interesting architectural details.
