Dane joined Equitable in 2012 as a member of the Retirement Benefits Group. Since then, Dane has transitioned to comprehensive financial planning to help his clients achieve their financial and personal goals. Dane focuses on retirement and investment planning, estate planning, and insurance planning for individuals and small business owners. Dane grew up in Kane, Pennsylvania and graduated from Temple University in 2012 with a B.A. in Finance and Real Estate. Dane currently resides in New Jersey.
Dane holds the CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® designations.