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℠ and Certified Financial Planner™ 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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Raymond James does not provide tax or accounting services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.