Dan is a Certified Financial Planner and the Managing Partner of Evershore Financial Group, an independent, comprehensive financial services firm located in Orlando, Palm Beach Gardens, and Boca Raton. The driving motivation throughout his career has been to bring a high level of experience, education, and financial know-how to both the industry and his clients. He brings over 25 years of experience working with professionals, businesses, and nonprofits to help them realize their financial potential and goals.
He earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Later he earned a Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France.





