With nearly 20 years in the financial services industry, Dan focuses on assisting clients with estate planning and investment selection. He was a financial advisor with Edward Jones for over a decade, and was also a regional vice president with Van Kampen Funds. As an Accredited Asset Management Specialist^SM and Certified Financial Planner^TM Professional, he has professional credentials in the selection and management of investments, asset allocation, tax strategies, insurance, legacy planning and other key areas.

Dan also has an in-depth understanding of the financial planning needs of business owners, managers and executives. Before entering the field of financial services, he operated his own business as a remodeling contractor.

An Illinois native, Dan graduated from Trinity College in Deerfield, Illinois, and has lived in central Michigan since 1997. When not working with clients, he enjoys spending time with his wife Meredith and their three sons. In his hometown of Alma, Michigan, he is an active volunteer in the Central Michigan Youth For Christ organization. An avid music lover, he also enjoys pursuing a wide range of hobbies including photography, woodworking, fishing and golf.