Since 1999, Dan has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.

With the insight and industry knowledge that come with over 20 years in the business, Dan provides his clients the information they need to help choose suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.

Dan is originally from Highland Park, Illinois, and is a graduate of the University of Wisconsin-Madison, where he earned a BBA and MBA in finance. He also earned the professional designation of Chartered Retirement Planning Counselor℠ from the College for Financial Planning. Outside the office, Dan enjoys spending time with his family, playing paddleball, hiking, and bicycle riding.