Supported by an integrated team of wealth management experts, Dan is a dedicated Wealth Strategist with over 25 years of financial experience. Utilizing Northern Trust’s propriety Goals Driven Wealth Management process, Dan works with high net worth clients to provide holistic solutions geared at aligning client’s financial resources with their personal goals to create an integrated strategy that empowers clients with a complete understanding of how they may achieve their lifetime goals.
Dan received a B.S. degree in Economics from Florida State University and currently holds the designation of Certified Financial Planner and Certified Wealth Advisor along with his Series 7 and 63 licenses. An accomplished speaker and author, he has been published on such topics as Legacy Building, Charitable Giving, and Estate Planning. A native Floridian, Dan lies locally with his wife Jennifer and their three children.
Dan is the current President of the Southwest Florida Planned Giving Council and Treasurer of United Way Suncoast. Additionally, Dan serves on the board of the United Way of Manatee County, Manasota 2-1-1, and JoshProvides Epilepsy Assistance Foundation. Previously, he has served on the boards of the Selby Foundation, Big Brothers/Big Sisters of Suncoast, Consumer Credit Counseling Service of Central Florida, and the Museum of Science and Industry (MOSI). He is also a member of the Southwest Florida Estate Council.
Dan is a graduate of Leadership Florida’s Class XXXI.