With more than 11 years in financial planning and investment management, Dathan has the accumulated knowledge and perspective to help you with your financial goals. Dathan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. He helps investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.
Dathan strives to provide his clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.
Dathan joined Raymond James in 2024 after 11 years with Edward Jones where he served in various leadership capacities serving the western Kentucky region.
Dathan is originally from Mt. Carmel, IL and is a graduate of Southern Illinois University-Carbondale, where he earned a finance degree. He and his wife Katie have been married 10 years and have four children. In his free time, Dathan enjoys hiking, reading, and traveling with his family.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
