With over 18 years’ experience in the industry, Dan enjoys working directly with each of his clients as they attempt to build an investment strategy that they not only understand but are committed to seeing through in the future. The personal relationships developed while working with clients is one of Dan’s greatest rewards and what keeps him focused on helping others meet their financial goals.
Before joining Raymond James in 2007, Dan was a financial advisor with A.G. Edwards and earned his bachelor’s degree from Illinois State University.
Dan is originally from Rockford but is now living in the Madison, WI area with his wife, Maureen. They have two adult children that are working on college & doctorate degrees and they all enjoy traveling together when their schedules allow. He is a supporter of Shelter Care Ministries in Rockford as well as Porchlight in Madison and is an avid fantasy baseball player in his free-time.
Raymond James is not affiliated with the above organizations and/or charitable causes.