Dan has been a wealth advisor for over 20 years, serving individuals and families who are looking for advice on how to manage their financial resources well. He has been able to accomplish this by providing personalized solutions that are meant to empower people to achieve their own unique financial goals.

Dan has a calling to serve and give back to his community.  He has served Bethel Temple and First Friends Church on the deacon and elder teams.  He is a past member of the Board of Trustees of Malone University, serving on the Audit and Finance Committee.  He was also a past member of the Malone University President’s Advisory Committee. He currently serves at First Christian Church on the I Care team and as a volunteer in the Disability Ministry. He advocates for children and young adults with special needs by managing the Canton Challenger Rockies, a baseball team for which his son Tate plays. He is a member of the Rotary Club of North Canton, serving as the Youth Exchange Officer, member of the Board of Directors and Past President.

Dan earned his Bachelor of Business Administration degree in Accounting and a Business Management concentration from Evangel University. He later acquired his Series 7 and Series 63 securities licenses along with his insurance license. He has earned the designation of Certified Financial Planner (CFP®). He enjoys following University of Michigan basketball and football, an occasional round of golf and exercise at the North Canton YMCA. He lives in North Canton, OH with his wife Jennifer and their three children Harrison, Tate, and Teagan