Dan works closely with individuals, families, and small businesses on financial solutions involving investment, risk management and retirement planning. He has over 24 years of experience in the financial services industry advising both retail and institutional investors. His academic background includes undergraduate and graduate degrees in business.

Employment:
April 2008 - Current
Raymond James & Associates
15 Kercheval Ave Grosse Pointe Farms, Michigan

• Investment Management Consultant*
• Associate Vice-President, Investments
• Financial Advisor

*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

August 2002 April 2008
ALCOS (an independent financial services agency)
35735 Mound Rd Sterling Heights, Michigan

• Producer - Investments, Insurance, Retirement and Financial Planning

September 1999 through August 2002
Morgan Stanley
220 Park Street Birmingham, Michigan

• Financial Advisor - Investments
• Retirement Planning Specialist

May 1987 through September 1999
NBD Bancorp (currently JP Morgan Chase)
611 Woodward Ave Detroit, Michigan

• Portfolio Manager, Bond Trader and Analyst - Trust Investments
• Risk/Return Investment Performance Analyst - Master Trust
• Analyst - NBD Securities, Inc.

Education:
Wayne State University
Detroit Michigan

• MBA and Undergraduate degree with concentrations in Financial Markets & Investments

Dan currently resides in Grosse Pointe with his wife and two sons.