Daniel T. Heth, Crpc, Cima, Cepa Email & Phone Number

In 2009, Dan’s life had to get really simple because it just got really complicated. He was diagnosed with life-threatening bone cancer and faced the prospect of leaving his wife and two young children with a cluster of financial knots to untangle on their own. Of course, the finances were all well-organized, but only he knew where and how. The division of tasks that made their marriage hum was now a huge problem if the other spouse had to step in and take over. After kicking cancer’s ass in 2014, he made simplicity and engaging the non-financial spouse planning rule #1.Dan began his career in the early 1990s while he was still a Finance major at Villanova University. He had a knack for numbers and a passion for the inner workings and complications of the market and its effect on the individual and their families. He continued his professional education earning the Certified Investment Management Analyst designation at the Wharton School of Business at the University of Pennsylvania. Later, he earned his Certified Retirement Planning Counselor from the College of Financial Planning. He also earned his Certified Exit Planning Advisor designation from the Exit Planning Institute.Once an Eagle Scout always an Eagle Scout, Dan loves the outdoors and makes his home in the beautiful Blue Ridge Mountains. It’s the perfect atmosphere for enjoying good hiking, good sport, and good food with friends and family. As a backyard BBQ pitmaster along with his wife, an extraordinary home chef herself, they’re always working on something fun and delicious. With two teenagers and three dogs at home, it’s a good bet nothing goes to waste.