Dan is originally from New Hampshire and after college he immediately began his executive consulting career. As his career progressed, he began partnering with and consulting business owners to optimize their processes and systems which took him all over the US and Canada. When he entered financial advising in 2018, Dan seamlessly transitioned and established himself as leader in the federal and military benefits community. Much of what he does today is solve complex benefits and financial problems and also help clients strategize their best paths forward.
As founder of Lifestyle Wealth Management, Dan is also an Investment Advisory Representative (IAR) financial and wealth advisor. Him and his team ensure that their clients have the best experience and the essential knowledge and tools to help manage his client’s portfolio and retirements. Lifestyle Wealth Management is a full-service wealth management and fiduciary financial planning firm based in Kailua, Hawaii. He specifically helps his federal and military clients navigate which benefits to keep/drop/upgrade and replace within the government and private sector.
Dan’s family history is filled with military service. Both his Grandfathers served in WWII, Daniel W. Cronin served as an Army Air Corp mechanic working on B-17’s. He also guarded German prisoners in Iowa. He was one of 11 children and 5 of them served in the military. His other Grandfather Martin M. Kelly also served in the Army during WWII as Radio Operator and retired from the Army for decades.