Dan founded the firm in 2011 and has been in the financial services industry since 1998. He works closely with his clients to assist them with a wide range of financial challenges such as saving for and planning retirement income, funding their children’s education, insurance and risk management, and general financial independence.
He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2005 and holds the FINRA Series 6, 7, 24, and 65 registrations with LPL Financial. He also holds insurance licenses for Life & Health and Property & Casualty. In addition, Dan provides Office of Supervisory Jurisdiction (OSJ) duties for representatives who utilize LPL Financial as their broker-dealer.
Dan enjoys his personal life by spending quality time with his wife, Tara, son, Cody, his daughters, Cayla and Cori, and the family dog, Chubs. His interests include running, hiking, biking, and various church activities.
Although the road to financial independence can be bumpy or unclear, Dan is dedicated to providing unparalleled support and guidance to his clients.