First Vice President - Investment Officer
Dan launched his career in the financial services industry in 1985 and took an early interest in the process of investment planning. As a licensed financial advisor he provides a broad range of services and provides in-depth investment consultations. Dan has dedicated his career to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk.
Dan's personal mission is to help clients plan for a financial future in a way that best meets their unique investment and financial goals. He is dedicated to delivering comprehensive investment planning and financial services to families and high net worth individuals in order to help grow, manage, preserve, and transition their wealth. He is committed to making a difference and seeks to add value by delivering sound financial advice, and the pursuit of excellence in servicing his clients' needs.
As a Texas native, Dan joined Wells Fargo Advisors as a financial advisor in December 2014. Before entering the financial services industry, he earned a Bachelor of Business Administration degree from Texas A&M/ Corpus Christi. Away from the office he and his wife Kim enjoy spending time with their family and traveling. He also enjoys playing golf and fishing along the Texas coast.