As a CERTIFIED FINANCIAL PLANNER™ practitioner, Dan holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He completed a rigorous and comprehensive program covering financial planning, tax planning, employee benefits and retirement planning, estate planning, college planning, investment management and insurance.
He adheres to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
He builds loyal, long-standing relationships with his clients who place their trust in the prudent financial guidance he provides for all aspects of their financial lives.
Before joining Raymond James in 2013, Dan served as associate vice president at Wells Fargo Advisors, where he worked for more than nine years. He earned a bachelor's degree from Michigan State University.
Dan lives in Grosse Pointe Park with his wife, Maggie, and their daughter, Rosie. In his free time, Dan enjoys running, boating on Lake St. Clair, and discovering new craft breweries. He also serves as a youth mentor at Winning Futures, an award-winning nonprofit that offers school-based mentoring programs and workshops for middle and high school students.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.