A graduate of the University of Maryland, Dan trained to become a stockbroker with EF Hutton & Co. in 1985, and most recently held the position of Vice President for Investments with UBS. In 2009, Dan left UBS to bring his considerable knowledge and experience to Cradlestone Wealth Services.

Married over 40 years, Dan and Nancy have three children and six grandchildren. They live northeast of Mesa and enjoy spending time at their cabin up in the pines near Christopher Creek.

Dan enjoys basketball and coaching youth groups.