Daniel Roomberg, CPA
Tel 215-886-3100 ext. 29
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Dan has been working in accounting for more than a decade. After graduating with a Bachelor of Science degree from The Pennsylvania State University, Dan gained experience working for international and regional firms in the area. Dan joined SHRE in 2015. After obtaining his C.P.A. license, Dan strived to develop a more personal connection with clients and shifted his focus to tax preparation, advising, and consulting for small and medium-sized businesses and entrepreneurial individuals. Dan’s clients consist of businesses and individuals varying in size, revenue, and net worth across a broad range of industries, most notably real estate and construction, engineering, hospitality, retail, and medical and legal professional service firms. Dan prides himself in his working relationships with clients, his ability to develop long-term relationships, and his availability to clients.
In addition to his C.P.A. license, Dan also holds a life, accident, and health insurance license. In this capacity, Dan works closely with advisors to assist clients with their life, disability, and health insurance needs.
Outside of work, Dan is a die-hard Philadelphia sports fan, enjoys time at the Jersey Shore, and quality time with his wife, son, and daugther.
Dan is the Co-founder and Executive Director of The Magical Mila Foundation, a non-profit founded in memory of his daughter, Mila.