With over 25 years of experience as a Financial Advisor and Wealth Manager, Dan is a Certified Financial Planner™ dedicated to helping individuals and families achieve their financial aspirations. Specializing in personalized retirement planning, portfolio construction, and asset management, as well as tax-efficient growth, income and estate planning solutions, Dan takes a holistic approach to financial advising, ensuring every customized plan aligns with his clients' unique goals and values. He strives to provide exceptional service as a trusted partner.

Dan believes in empowering clients through education, transparent communication, and continual oversight to enhance the financial planning relationship. His mission is to simplify complex financial concepts, providing clarity and confidence in every decision.

He has guided clients as they navigate their pre-retirement years, enjoy time in post-retirement, and transition their wealth to future generations and charity. He takes immense pride in advising clients who come to him with diverse financial backgrounds. They are retirees, executives, doctors, small business owners, working professionals, nurses, teachers, and widows; and by listening to their specific needs and goals, he is able to tailor a comprehensive financial plan for them and their families.

A magna cum laude graduate of Ohio University with a degree in Finance, Dan has been recognized as one of Forbes' Top Best-in-State Financial Security Professionals in 2024 because of his reputation for providing professional financial guidance and fostering long-term relationships. He remains committed to staying current with the evolving financial landscape to offer relevant, impactful guidance.

Outside of work, Dan loves nothing more than spending time with his wife, Leigh Ann, and their three children, Chase, Kendall, and Anderson. He is actively involved in his community and church and has a passion for coaching his children’s travel sports teams.