What does Dan do?
Dan plays a key role in client engagement and strategic planning at our firm. He leads many of our client meetings and oversees the financial planning process, including developing detailed retirement projections and managing client investment portfolios. As a member of our Investment Committee, Dan conducts in-depth investment research and contributes to shaping our model portfolio strategies. He also serves on our leadership team, helping to define and drive our long-term vision and company strategy.
Did you know?
Dan married his wife Alicia in 2017, and they have two daughters, Quinn and Georgie. They’re loving parenthood and watching their little girls grow has become their favorite hobby. When he does have free time, Dan plays tournament softball in the Spring and Summer, and in the Winter he and his wife enjoy skiing and snowboarding together.
Credentials:
- With PFA since 2016
- Certified Financial Planner®
- Honors Finance and Economics graduate of The Ohio State University
- Passed Series 7 and 66 examinations
- Licensed Life and Health Insurance Agent, State of Ohio
*CFP® issued by the CFP Board