Dan is a CERTIFIED FINANCIAL PLANNER™ practitioner & an Accredited Asset Management SpecialistSM (AAMS®) with over ten years of experience in the financial services industry. Dan believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. He is deeply committed to helping executives, business owners and retirees realize their long-term financial goals by providing a comprehensive approach to wealth management, risk assessment and estate planning.
Dan employs the vast resources of Raymond James to bring the right expertise and tailored financial strategies designed to pursue his clients’ specific needs. He works diligently to exceed his clients’ expectations with dedicated and focused customer service and the intention of being their trusted wealth advisor for life.
Dan is a firm believer that everything in life is intertwined – mental, spiritual, physical, emotional, financial, etc. When you have disciplined focus in one of these areas, it often has a positive impact in all other areas. This is one of the key reasons Dan is so passionate about finance and helping people become the best version of themselves, for the betterment of all creation.
Prior to beginning his career in financial services, Dan was a 3-time collegiate National Champion cheerleader at the University of Kentucky; where he earned his undergraduate degree in finance.
Originally from Lexington, Kentucky, Dan is now active in the Louisville community as a member of the local body of Christ and on the board of the Greater Louisville UK Alumni Club. He enjoys anything athletic, reading books, spending time with family and friends, meeting new people and entertaining others. Everything Dan does is an extension of Jesus’ love for him.
Dan and his wife, Laina, live in the St. Matthew’s area with their daughters, Leighton (3) & Olivia (6-months), and their standard poodle, Biggie.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.