About
Daniel
Daniel (Dan) has nearly 20 years of investment management experience. Among his accomplishments, he served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He led all strategic and tactical decision-making, analysis, research, and implementation and monitoring of the firm’s investment decisions and processes. He has also actively managed discretionary portfolios for high net worth individuals and constructed and managed customized portfolios for ultra-high net worth clients. Dan joined Focus Partners Wealth in 2026.
Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.
Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.
Education and Professional Milestones
-Wilmington University – bachelor’s degree
Daniel (Dan) has nearly 20 years of investment management experience. Among his accomplishments, he served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He led all strategic and tactical decision-making, analysis, research, and implementation and monitoring of the firm’s investment decisions and processes. He has also actively managed discretionary portfolios for high net worth individuals and constructed and managed customized portfolios for ultra-high net worth clients. Dan joined Focus Partners Wealth in 2026.
Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.
Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.
Education and Professional Milestones
-Wilmington University – bachelor’s degree