Dan Sipe is a highly experienced Financial Planner, Branch Manager, and founding partner. In his role as Managing Partner, Dan leads the team and continues to learn and innovate, even as he approaches his fourth decade serving the federal community. He is a thought leader, actively contributing to content offerings, webinars, and podcasts. Dan’s primary goal is to guide clients toward a fully realized financial life filled with meaning and purpose. Clients appreciate his unwavering reliability and commitment to ongoing learning. Specializing in serving career civilian federal employees, the investment services field feels like a calling for Dan, driven by a sense of destiny shaped by his life experiences. Beyond work, Dan remains actively involved in coaching sports and community activities, enjoys reading, and has a strong passion for the arts. Originally from Pittsburgh, PA, he now calls Frederick County, MD, home, where he resides with his wife, Mary.