Dan has worked as a professional in the retirement, investment, and insurance industry for 30 years, the last 14 at AICPA, and currently leads the PFP Division including the PFP Section and PFS credential. Previously, Dan managed the retirement products at Paychex, ran a third party administration firm for qualified plans, and managed Campbell Soup Company's 401(k) plan. Dan is passionate about the opportunities for CPAs to help clients meet their life goals and financial planning needs.