Daniel P. McCurry, CFP®

Daniel P. McCurry, CFP®

Principal

Dan graduated from John Carroll University in University Heights, Ohio, with a B.S.B.A. in accounting, where he also completed his Masters in Business Administration graduate degree.

A native of Pittsburgh, Dan grew up in Gibsonia, the son of a kindergarten teacher and a high-school principal/football coach. He, and his wife Liz, now reside in Valencia, with their two young daughters. Convincing Liz to marry him was a feat in and of itself, but getting her to leave her South Hills roots and build their family in the North Hills of Pittsburgh was an even bigger accomplishment.

Outside of work, Dan enjoys watching college football, playing hockey, and working in his yard in the spring and summer. Before the arrival of his daughters, Dan spent seven years coaching 12-year-old youth football players for the North Hills Youth Football Association, with his father at his side for three of them. His pride and joy though, is spending the vast majority of his free time with his daughters and family.

Dan is currently a member of the Pittsburgh Foundation’s Young Professional board. Previously, he served on the board of directors for the Crisis Center North and has been involved with Big Brothers and Big Sisters as a mentor.

Dan began his financial services career 18 years ago in Shaker Heights, Ohio, as an associate at a multi-family office serving the needs of ultra-high-net-worth families. His focus was on cash flow and tax planning, as well as tax preparation for both entities and individuals. In 2005, Dan returned to Pittsburgh to work at a regional financial advisory firm, where he would spend the next 15 years. In his role, he worked closely with Stuart Miller in all facets of financial planning and investment management and developed a friendship and bond that led to the founding of Miller McCurry. Dan is a CERTIFIED FINANCIAL PLANNERTM professional.