Our Team

Dan Garner

Financial Advisor

What does Dan Garner do?

Dan is involved in the vast majority of client meetings, develops retirement projections for clients, manages client investments, performs investment research for our model portfolios, and handles life insurance and long term care needs for clients. 

Did you know?

Dan can usually be found participating in or watching some type of sporting event. His current pursuits are: multiple softball leagues (way too many if you ask his wife), soccer, skiing, snowboarding, and golf.

Credentials: 

  • 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
  • Currently working toward a CFP® certification