Dan is a Family Wealth Advisor at JL Bainbridge, where he works closely with individuals and families to navigate important financial decisions with clarity and confidence. He works closely with clients on investment strategy, financial planning, and long-term wealth management.

A Sarasota native, Dan combines a strong analytical background with a relationship-driven approach to advising. Prior to joining JL Bainbridge, he gained valuable experience at Goldman Sachs and Deloitte. Dan is a Certified Public Accountant and holds degrees in Finance and Accounting from the University of Central Florida, along with a Master of Science in Accounting from the University of Notre Dame.

In addition to advising clients, Dan contributes to the firm’s investment and planning initiatives as a member of the Investment Committee. Outside the office, he enjoys spending time at the beach, playing golf, and exploring Sarasota’s local restaurant scene.