I work with individuals, families, and businesses, using an objective perspective to help them make wise financial decisions, live generously, and leave a lasting legacy. My goal is to help clients have the clarity and confidence to focus on the things that matter most to them. I, along with my ...more

I work with individuals, families, and businesses, using an objective perspective to help them make wise financial decisions, live generously, and leave a lasting legacy. My goal is to help clients have the clarity and confidence to focus on the things that matter most to them. I, along with my team, integrate financial planning, investment management, and trust services into financial plans tailored to my clients’ needs. Active in his community, Dan serves on the board of directors for Water Mission When not spending time with my family, I also enjoy tennis, athletic training, college football, the Preimier League and World War II History.less