Dan is the Director of Client Services and the latest member to join the DES team. Dan’s background includes many years at a large pharmaceutical company where he held various roles as a consultant and spent his time focusing on customers and getting to the core of meeting clients’ needs. Dan holds a life and annuity license in North Carolina and is available to answer clients’ questions. In his early career, Dan devoted himself to non-profit organizations to satisfy his passion for education and giving back to the community. This still holds true as he now enjoys volunteering alongside his wife and son in the Holly Springs and Apex area. Dan has a Master of Business Administration degree.
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