Dan serves as a Wealth Manager, working directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs. Prior to joining Creative Planning, Dan worked at two large national registered investment advisors serving high-net worth clients. He also worked for several years at PricewaterhouseCoopers in the Washington DC area in the personal financial services group.
Dan graduated from Hillsdale College in 1994 with a degree in Accounting. In addition, he received his Certified Public Accounting (CPA) designation in 2002 and his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2004.
Dan is married to Julie and has two sons, Jeffrey and Jonathan. He is an active member of his church and in his spare time, he enjoys golf, watching sports and doing just about anything with his two boys.