Dan is a Senior Wealth Strategist in the Advice and Planning Group of Wells Fargo. He brings over a decade of experience connecting generations through wealth planning and legacy creation in his roles at financial institutions and as a practicing attorney.
He earned a B.A. degree in Biochemistry and Comparative Literature from Brandeis University, a M.A. in Hebrew Literature from Tel Aviv University, Israel, a J.D. from Rutgers School of Law, and an LL.M in Taxation from Temple University Beasley School of Law.