Daniel J. Trumbower, CFP®
Senior Portfolio Manager
Dan joined the Firm after several years as an advisor with a national investment services firm. He has embraced the Firm’s focus on investment management driven by financial planning considerations. Dan has developed a number of specialties. His impressive skills as a Conservative Fixed Income manager are highly valued by the Firm’s clients. Dan is also known for his ability to direct disciplined employer stock diversification and 401(k) rebalancing programs for large groups of corporate executives. He is a trusted source of support to clients throughout transitions such as retirement and estate administration. As TFA’s Chief Compliance Officer, Dan is responsible for communicating and enforcing the Firm’s policies. His goal in this role is to assure that our associates always demonstrate integrity, act ethically, maintain the highest level of competence and adhere to all government regulations and Firm procedures.
Dan earned a Bachelor of Science in Business Administration with a major in Finance from Coastal Carolina University in South Carolina. He is a CFP® certificant and member of the National Capital Area Chapter of the Financial Planning Association.