Experience and Education
Dan supports a wealth advisory team in providing personalized financial solutions including wealth management, tax and estate planning and investment strategies based on each client’s needs and objectives. He also has experience in client service where he serves as a daily contact for the firm’s clients, assisting with the team’s administrative needs and providing support on a variety of projects.
Dan has a bachelor’s degree in finance from the University of Illinois at Urbana-Champaign.
Dan is a volunteer with Little League Challengers Baseball. In his spare time, he likes to play golf, basketball, guitar and dabble in drone photography.