With 25 years in the retirement plan industry, Dann has served plan trustees, participants, and advisors in various roles, including as a retirement plan advisor and a relationship manager for a retirement plan service provider. Through this experience, he has developed deep expertise in investment oversight, fiduciary governance, plan design, participant engagement, and implementation. Dann joined Janney in October 2022, bringing this broad experience to help clients navigate their retirement plan needs.

Personal Background

Dann graduated from Kutztown University and holds his Series 7, 66, 63 licenses. He earned the Qualified 401(k) Administrator (QKA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®), and Nonqualified Plan Consultant (NQPC™) designations.