Dan is the President and founder of Pinnacle Wealth Management Group, Inc. Dan serves as a wealth manager to both individuals and businesses. He has a Bachelor of Business Administration degree from Siena College and a Master's Degree in Taxation (MST) from the State University of New York. He is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). Before forming Pinnacle Wealth Management Group, Inc., Dan was a Vice President of Investments and Senior Retirement Planning Consultant for UBS Financial Services, Inc. Prior to that, Dan was an Associate Professor of Accounting at Lebanon Valley College of Pennsylvania. He has over 25 years of financial experienc