Dan serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Dan brings to his clients more than 10 years of experience in the financial services industry. Prior to joining Creative Planning, he worked in a leadership role for an investment firm in the Kansas City area, where he led their regional sales team and worked with advisors to help build more efficient portfolios for their clients.
Dan earned a Bachelor of Science degree in Finance from Missouri State University.
Dan and his wife, Ashley, have one son, Max, and they are currently expecting a baby girl. In his spare time, he loves to cheer on his local sports teams and spend time with family and friends.