Dan O'Sullivan, Principal 

Dan currently resides in Ambler, with his wife of 25 years Shannon, and three boys Colin 18, Ryan 17, and Tyler 15. Dan is a graduate of Penn State with a Bachelor of Science degree in accounting.  He began his career at a major Wall Street firm in 1996.  In 2001, Dan became a Registered Principal and opened his own office, CDS Wealth Management. Currently, Dan holds the Accredited Investment Fiduciary designation and the Series 6, 7, and 24, securities registrations with LPL Financial, as well as the Series 65 with Global Retirement Partners. , in addition to Life & Health.

For the past twenty-five years, Dan has been a featured speaker at numerous financial and investment seminars in local high schools and community centers. He enjoys conducting these classes to help educate the community and assist in its understanding of the various financial opportunities available. Dan currently manages investments for individuals, businesses, and organizations throughout the United States.

Dan's favorite activities include enjoying time with his family, especially coaching his sons' sports teams. Over the last 18 years, he has coached football and basketball. Dan has coached high school football at Upper Dublin, Hatboro Horsham, and William Tennent. Currently, Colin is playing quarterback in the Big 10 at Rutgers, while Ryan and Tyler are on the high school football team at Upper Dublin.

Sandra Atherholt, Client Services Associate

Sandra is the primary point of contact for clients, offering assistance with inquiries, concerns, and account-related matters.

Raised in Philadelphia, Sandra earned her degree from the University of Delaware and currently resides in Fort Washington with her husband and two children. Her interests include travel, golf, and volunteering for her children's activities.