Daniel Kikosicki, AIF®
Dan has 10+ years of experience at companies including Janney, Prudential Financial, & Anthem Blue Cross Blue Shield.
Within the team, Dan leads the digital client experience. His focus is to implement our family centric office model, which helps our clients organize and simplify their financial lives. He contributes to the team in any way possible to ensure the best possible client experience for clients.
Dan has a bachelor’s degree from the University of South Florida and is an Accredited Investment Fiduciary (AIF®).He holds the FINRA SIE (Securities Industry Essentials) and Series 7 (General Securities) licenses with LPL Financial.
Dan currently resides in North Branford, CT with his wife and son. In his spare time, he enjoys traveling, martial arts, spending time with family, and leading an active lifestyle.