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Dan is dedicated to partnering closely with hard-working individuals and families to understand their financial goals and needs. With over 5 years of expertise in wealth management and financial planning, he brings a holistic approach to crafting tailored solutions for each client.
Prior to transitioning to wealth management, Dan spent several decades running successful car dealerships, prioritizing exceptional customer experiences. This background instilled in him a dedication to providing premium service and results for his clients.
As a seasoned wealth advisor, Dan has a proven track record of helping clients achieve significant milestones with their investments — offering comprehensive insurance solutions, and implementing effective tax mitigation strategies to safeguard and grow their wealth.
A lifelong resident of Central Missouri, Dan has called Columbia home since 1985. He has been happily married for 36 years and enjoys spending quality time with his wife, whether it's traveling, golfing, playing tennis, or hosting game nights with friends. Dan takes immense joy in the fact that both of their grown children have also chosen to live in Columbia, keeping the family close-knit and connected.