Managing Director – Investments
Dan brings more than 45 years of experience in the financial services industry, including roles with A.G. Edwards/Wachovia/Wells Fargo Advisors and Stifel. As an advisor, he takes pride in helping clients grow their accounts steadily over time, even during challenging economic conditions. Dan and his wife, Karen, have been married for 40 years and have six children, four grandchildren, and a dog named Loki. Dan supports a number of charities and causes that are personally meaningful to him. His interests closely reflect his professional passions, and he enjoys following The Epoch Times and reading nonfiction in his spare time.
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