Areas of Focus – Retirement Planning and Income Strategies; Investments; Family Finances; Saving for Education

Qualifications – Series 6 and Series 63

Recently transitioned into the finance world after several years in the mortgage industry. My goal is to help individuals make informed financial decisions by using an in-depth and disciplined approach to wealth strategies and wealth solutions.

Dan and his wife, Jamie, have three children, Haylee, Landon, and Keegan. In his free time, you’ll find him coaching a wide array of their youth sports, golfing, smoking a variety of BBQ meats, or at a local pond fishing.