Dan joined Harbour in 2000 after starting his career as an insurance agent with a local fraternal insurance company. Over the years, he has gained hands-on experience across all departments at Harbour, including Transaction, Trading, Commissions, and Compliance. Now a key member of the Advisor Development team, Dan focuses on recruiting new advisors and managing the advisory programs offered by Harbour. In this role, he excels at helping advisors align products and strategies with their clients’ needs.
Dan deeply values the long-term relationships he has built with advisors, many of whom have been with Harbour as long as he has. Outside of work, he enjoys spending time with his wife, Tricia, and their daughters—Andrea, Allison, and Amaya. He is also an active high school sports official.
Licenses: Series 7, Series 24, Series 63, and Insurance.