Dan works with a broad range of individuals and families, high-net-worth individuals, multi-generational families, helping clients navigate comprehensive financial planning, retirement income strategies, wealth accumulation strategies.

He takes a collaborative and goal-oriented approach to planning, focused on creating long-term strategies aligned with each client’s goals and priorities.

Dan earned both an M.S. and B.A. from the University of Illinois at Urbana-Champaign. His educational background supports a thoughtful and goal-oriented approach to helping clients navigate important financial decisions.

Outside of work, Dan enjoys spending time with family, cooking, movies, and serving as a member of the Knights of Columbus.

Serving clients in and around Indianapolis, IN.