Our Team

What does Dan do?

Dan is involved in the vast majority of client meetings. He develops retirement projections for clients, manages client investments, and performs investment research for our model portfolios. He also handles life insurance and long-term care needs for clients.  

Did you know?

Dan married his wife Alicia in 2017, and in November 2022 they welcomed their daughter Quinn into their lives. They’re loving parenthood and watching their little girl grow has become their favorite hobby. When he does have free time, Dan plays tournament softball in the Spring and Summer, and in the Winter he and his wife enjoy skiing and snowboarding together.

Credentials: 

• Certified Financial Planner®
• Honors Finance and Economics graduate of The Ohio State University
• Passed Series 7 and 66 examinations
• Licensed Life and Health Insurance Agent, State of Ohio

 *CFP® issued by the CFP Board