Dan and John bring a team approach to wealth management at Madison Wealth Managers. Combined, they possess over 30 years of experience in managing clients’ wealth through all phases of the investing life-cycle and in every economic climate. Dan and John formed a wealth management team at UBS Financial Services over a decade ago and chose to join Madison Wealth Managers from Wells Fargo Advisors. Dan earned his Bachelor’s degree from The University at Albany where he concentrated in Finance and graduated Summa Cum Laude from the School of Business. Dan also holds an M.B.A. with a concentration in Finance from Union College where he graduated Summa Cum Laude and was the Graduate College’s Valedictorian. John holds a Bachelor’s degree in Finance from Siena College and brings nearly an additional decade of executive-level financial planning experience with him from The Ayco Company. Dan and John take great pride in providing an exceptionally high level of service for their clientele and combine that with a rigorous research-based approach to investment management. The firm is extremely proud to have Dan and John as hosts of the firm’s weekly radio show, The Planning for Prosperity Radio Hour, heard exclusively on local radio powerhouse WGY. Please check listings and join them for their market sensitive discussions on all topics relating to the current investment landscape.