Dan attended Albion College where he obtained a Bachelor’s Degree in Economics and Management and was a four-year member of the Albion Baseball team. He continued his education and obtained a Master’s Degree in Accounting from the University of Notre Dame. He worked in public accounting and internal audit roles for six-plus years before his passion for helping people prompted him to the field of personal finance.

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Recognizing the importance of comprehensive financial planning, Dan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. This rigorous credential reflects his commitment to helping families and business owners align investments, tax strategies, retirement income, and risk management into one coordinated plan. It also underscores his fiduciary duty to put clients’ interests first in every recommendation he makes.

 

Dan lives in Rochester Hills with his wife, Jenna, their two sons, Brooks and Nolan, and their dog, Eddie. He enjoys  getting outdoors whenever possible, playing the drums, and all things Detroit sports.