Welcome! There are three main areas to this site, plus a brief bio at the bottom of this & the blog page. Poke around. You know you’ve got an itch I can scratch!
My personal financial planning book, The Secrets of Successful Financial Planning (SSFP), is forthcoming from Skyhorse Publishing, May 1, 2018. You may sample excerpts via the menu. This site has a free blog open for any financial topic (click or use the menu). You are also welcome to sample past financial articles and even Real Estate and Business Brokerage articles.
The Pleistocene Redemption (TPR) was self-published in 1998. It sold 4,100 copies, met other important milestones and earned twenty-six very interesting reviews. Now being considered by Night Shades Books, the fiction sister company of Skyhorse, TPR has been vastly improved especially as to pace. I invite professionals to evaluate it. I’d love to find a new agent (Bill Pettit was fine, but cinematic only), so professionals are warmly invited to poke around and contact me. The revision is titled Ancient of Genes (AOG). A sequel, composed of ten related short story pairs, is in progress.
Also in progress is a short story anthology, each paired with fascinating nonfiction research, on cryptozoological animals. Crypto means “hidden”. Experience fantastic beasts that are rumored to exist, from nine-foot long carnivorous salamanders to marsupial lions!
Don’t forget to click “Humor” here or on the menu for samples from that new book-length project.
Speaking Engagements: Supercharged help for YOUR people through Secrets of Successful Financial Planning. If you would like me to help your group via a workshop or brief talk, you’re warmly invited to check my background; your call will be a high priority!
Train the Trainer
Train financial professionals / improve their competencies
Financial advisor Client Appreciation Events / help advisors help clients
Help individuals via Not-for-Profit Organizations, like military or other retirees
Freelance: Get it YOUR way and get results! Utilize me for your:
Corporate or Family Story; White Paper
Ghost & Co-writing (Celebrities, Sports Players, Business Leaders, etc.)
Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting through their church. His professional designations included: Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002). His thirty-year practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. Dan has given numerous seminars at major employers and other entities, is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial & Estate Planning and Charlotte Ventures. Dan recently completed the University of North Carolina Graduate Teaching program and retired from financial services to work professionally as a writer and educator.