Professional
After studying History at UNCW and Spanish in Costa Rica, Dan worked in the recycling, construction, environmental health, and Spanish interpreting industries. In 2008, Dan aligned his financial services practice with Northwestern Mutual because of its strong reputation for doing what is best for their clients. Dan enjoys interacting and developing relationships with his clients to help them achieve their financial dream.
Awards and Achievements
1999 – Awarded rank of Eagle Scout by the Boy Scouts of America
2003 – Graduated Bachelor of Arts, History from UNCW
2007 – Certified as Spanish Language Interpreter by NC Administrative Office of the Courts
2009 – Rookie of the Year, Carolina Condrey Group
2010 – New Financial Rep of the Year, Carolina Condrey Group
2013-2016 – Top 10 – Carolina Condrey Group Celebration of Excellence
Licenses
Life / Health / Long-Term Care
Series 6, 7, 63, and 65
Awards and Recognition
Million Dollar Round Table Qualifying Member 2013-2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2012-2014
Award recognizing commitment to excellence in service to clients and industry