,CFP®, CFA®, CPWA®
Dan specializes in helping high-net-worth individuals and families navigate the complexities of wealth management. With a focus on preserving wealth, helping to build legacies, and planning for future generations, he offers a comprehensive approach to financial management. Dan’s experience includes estate and tax planning, helping to ensure that his clients’ wealth is managed prudently and passed on to their heirs effectively. His client-focused approach makes him a great partner for retirees seeking both financial guidance on legacy building and long-term wealth preservation. Whether already retired, planning for retirement, managing current wealth, or preparing for the transfer of assets, Dan works to ensure that his clients feel protected and confident in their financial future.
Dan is a Chartered Financial Analyst® charterholder. Being a CFA charterholder reflects his passion and commitment to prioritizing investor and client interests above all else.
Dan earned a bachelor’s degree in finance from Belmont University. In 2023, Dan earned the Certified Private Wealth Advisor® (CPWA®) Certification, specifically designed for wealth managers focusing on the life cycle of wealth: accumulation, preservation, and distribution.
What do you value most in your client relationships?
Seeing a sense of calmness and confidence and feeling like I am an extension of the families I work with.
What sparked your interest in financial planning? What fuels you in your work everyday?
Financial planning is a dynamic, collaborative process that aligns my love of solving problems with my affinity for helping others.
When you retire you’re going to…?
Spend more time outdoors with my family, either in the mountains or at the beach (preferably both!)
Where did you grow up? Where do you live now?
I grew up in Frederick, Maryland. From there I moved to Nashville for college, then my wife and I moved to Connecticut for a few years before settling in Annapolis, Maryland.
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Analyst®
Certified Private Wealth Advisor®
Belmont University
B.A., finance
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