First and foremost, Dan is a problem-solver. He thoroughly enjoys identifying and solving issues even when others don't realize there is a problem, and then exploring potential solutions. That translates to how he serves our firm and our clients. He enjoys the opportunity to help clients meet their financial goals - whether that is retirement, education, gift planning, or asset preservation. He thrives on exploring all variables, uncovering needs, developing and presenting solutions, and developing close relationships with our firms' clients.
Dan has worked in the financial services industry for more than ten years, and has been a financial planner since 2015. He grew up in Lincoln, majored in Finance at the University of Nebraska-Lincoln, and earned his Bachelor's of Science in Business Administration in 2008. In 2013, Dan earned his Master's of Business Administration with a concentration in Finance from the University of Nebraska-Lincoln. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Dan and his wife, Kate, enjoy spending time with their two Balinese cats, Neville and Luna. They also enjoy riding their bikes to the Haymarket, discovering new restaurants, and traveling to new vacation destinations. Dan is also an audio enthusiast, a gardener, and a pianist. He would love to travel to the Grand Canyon, Japan, South Korea, and Sweden within the next ten years.