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 over 10 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Dan was the Director of Financial Planning and Operations at an independent investment firm in Colorado, where he served high-net worth individuals and families. Dan was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Dan earned a Bachelor of Science degree in Financial Management from the Calhoun Honors College at Clemson University. Dan is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and holds the Certified Exit Planning Advisor (CEPA®) designation as designated by the Exit Planning Institute.
Dan and his wife, Whitney have two children, Sutton and Everly. In his spare time, Dan enjoys the outdoors, golf, and good food.