Dan has been a wealth advisor for over 25 years, serving individuals and families who want to steward their financial resources well. He strives to accomplish this by providing personalized solutions that empower people to achieve their own unique financial goals.

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

Dan earned his Bachelor of Business Administration degree in accounting along with a business management concentration from Evangel University. He was a 4-year varsity letter winner for the Evangel basketball team. 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 two of their three children Tate and Teagan. His oldest son Harrison is a graduate of The Ohio State University and is living and working in Columbus, Ohio.