Personal Recommendations

I have had a close relationship with Dan for as long as I can remember, as family, friend, business advisor and colleague.  Dan is of the highest character and extremely competent in the pursuit of whatever challenge he is taking on.

Douglas Wilterdink, Managing Director at DWH,LLC

Dan is an incredible professional that thoughtfully works with clients to achieve the greatest outcome.  His personal and analytical approach is proven through repeated success.

Mike Muskovin, Head of Strategic Sales at Prepared

I have been working with Dan in various capacities since 1992. Dan is a talented individual with a curiosity level that takes him into interesting projects. Dan is one of the individuals I go to when I am faced with complicated issues or a difficult decision. Dan is good at asking questions to determine the breadth and depth of the issue and works to determine if it is actually an issue or symptom of a deeper issue. If the latter, Dan works to identify the potential causes for the issue. Dan does not jump to conclusions; he digs until he is confident that all relevant facts are known. Dan presents findings and possible options without being defensive of his work. Dan ably works through implementation plans and actions with those he works with. Among my contacts, Dan is one of my most valuable advisors. I am also happy to call Dan my friend.

Remos Lenio, Partner, Tillerman & Co.

I have known Dan for almost 30 years. I provided services to Dan and his various businesses, over which time, Dan has become my advisor and confidant. His thoughtful and straightforward analysis and discussion have consistently resulted in both meaningful and valuable guidance. His talent, commitment, impeccable character, and his desire to help others are the foundation of Dan’s success.

Rich Robinson, Managing Partner at Conn, Geneva & Robinson, CPA’s (retired)