As a Client Analyst, Dan focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. He is also a member of the firm’s Community Service Committee. Dan joined Fiduciary Investment Advisors, LLC in 2017, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Dan worked as a Financial Service Representative at Foresters Financial. He earned a BS from Quinnipiac University, and enjoys both playing and watching golf, along with spending time with family and friends.