From the moment we met Dan, we knew he was the right fit. He understands us, our work, and the heart behind it. After investing years into developing his qualifications and experience, Dan felt ready to focus on what really matters — helping people uncover what they truly want from life.
As a remote team member, he embraced the challenge of a video introduction and absolutely nailed it. Personable, warm, and instantly putting you at ease, Dan’s presence translates effortlessly through the screen.
He’s now right in the midst of learning the JMFP way of doing things, joining a very talented Paraplanning team. We’re excited to see the impact Dan will make as he grows into his role.
Here’s Dan in his own words:
Finish this sentence: If we had an office talent show, I’d wow everyone with my…
Talent for playing pool.
Finish this sentence: In another life, I’m pretty sure I was...
A DJ!
Who is someone you admire and why?
My dad, for always bringing joy and making everyone laugh.