Dan attended THE Ohio State University and earned a BS in business marketing in 1987. After an accomplished marketing career in the healthcare field, he became a financial advisor in 1998. His services include comprehensive financial planning, investment management, and retirement planning. He will work with you to create a customized plan that meets your needs and helps you achieve your goals.
Dan has over 26 years of experience helping individuals prepare for retirement and navigating clients through the post-retirement income distribution phase. By regularly communicating with clients, he can monitor their progress and objectives. Dan is firmly committed to long-term relationships and seeks to deliver an outstanding client experience.
Dan and his wife Melissa reside in Westerville. Aside from enjoying time traveling and exploring, they relish time with their children and grandson.