Experience and Education
Dan provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, he spent more than six years at TIAA in wealth management, working with high-net-worth families to help them identify, prioritize and achieve their unique financial goals and recognize and neutralize potential challenges to accomplishing those goals. Prior to TIAA, Dan worked at Mass Mutual as a financial advisor.
He has a bachelor’s degree in business & finance from The University of Washington.
In his free time, Dan enjoys spending time with his wife and two girls. His family enjoys skiing, backpacking, camping and boating. His oldest daughter is a competitive figure skater and ski racer. He is also a big fan of The University of Washington football and basketball teams and the Seattle Seahawks.