Registered Representative – Private Client Services (PCS)
Born and raised in the Jackson, MI area, Dan has been helping people map their financial futures since 2007. In 2011, he joined the Executive Wealth Management team. Dan’s experience coupled with his team at EWM allow him to offer a disciplined approach to wealth management. Specializing in businesses and 401k plans, Dan has developed a network of national and local retirement planning resources. Dan plays an active role in the Jackson area and surrounding communities, volunteering and supporting organizations such as 4-H, Jackson County Chamber of Commerce, Jackson Area Manufacturing Association, Home Builders Association, Rise Above, and other local charities. Dan resides in Horton with his wife and enjoys golf, coaching and playing basketball, time on the lake, hunting, and fishing.