With nearly 20 years of experience in the wealth and asset management industry, Dan remains passionate and committed to helping clients manage their investment goals. Dan’s understanding of the industry, the familiarity of all back-office operations, and his knack for details help him develop and improve processes that promote efficiencies and ultimately enhance the client experience.
Dan earned his bachelor’s in finance from DePaul University in Chicago. He is originally from Chicopee, Massachusetts, and currently lives in Oconomowoc, Wisconsin. Dan enjoys the quiet of the outdoors and exploring nature–off the beaten trail.