Experience and Education

Dan oversees the day-to-day activities of team members.

Dan is responsible for the direct management of his team and their advisory and firm initiatives. In this role, he works with firm management to create, educate, implement and enforce various policies and procedures along with best practices to ensure the consistent delivery and quality of the firm’s services, interactions and deliverables. Previously, Dan has served as the primary advisor for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. He is also a frequent speaker at educational and industry conferences

Dan holds an MBA from the University of North Florida and a Bachelor of Science from the University of Florida.

Personal Interests

Away from the office, Dan enjoys spending time with his kids at the beach and playing pickleball.