Dan has been in the financial services industry for over 30 years. His mission is to provide every client with comprehensive advice and customized portfolio management – delivered with the highest level of personal service and professional integrity. He proudly holds his CERTIFIED FINANCIAL PLANNER™ designation which helps Dan apply a wide variety of expertise in investment planning matters. Over his career, the capital markets have been through several major shifts. Dan’s extensive experience enables him to structure diversified investment plans designed to navigate through the volatile shifts, on the road to meet client’s personal financial goals.
A graduate from the University of Wisconsin-Stevens Point. Dan served his country honorably in the U.S. Marine Corps Reserve for six years. He started his financial services career in 1993 at a small boutique firm in West Palm Beach, FL. For four years Dan worked as an Account Executive, team leader, and fixed income trainer at Olde Discount Private Brokerage Services. In 1998, Dan moved to Orlando, FL to help start up and grow the advice channel at Waterhouse Securities (later becoming TD Ameritrade). Most recently, Dan worked as Portfolio Manager and Vice President at Morgan Stanley for almost 13 years, prior to transitioning his practice to Wells Fargo Advisors in 2019.
As a Wells Fargo Advisors client, you will enjoy structure and clarity when coordinating your financial life through a single point of contact. It’s a distinct advantage working with an experienced Financial Advisor and CFP® professional at one of the world’s premier financial institutions. It is our goal to help you strive to protect and grow your wealth for generations to come.