Dan has recently joined the ranks of LTC Consumer after a 10+ year career dedicated to Financial Planning and Wealth Management. He maintains the premier industry designation of CLTC and is dedicated to continuing his education to further his knowledge in Financial Planning.
Before joining the LTC Consumer team, Dan held director level positions with several Wealth Management Firms handling financial planning for the private wealth of individuals, families, and businesses around the US.
He is very passionate when it comes to Long Term Care and planning for the future due to experiencing his own family’s event with his father being diagnosed with Early Onset Alzheimer’s in his late 50s. Dan was his caretaker until his father’s last days and can speak firsthand the impact these events can have on a family.
When Dan is not assisting individuals and families with Long Term Care needs, he is a Registered Investment Advisor; where he is a Partner at an RIA and runs his own financial planning practice helping families achieve their financial and retirement goals.
Dan newly resides in Southwest Florida after leaving his home state of Missouri. In his spare time, he enjoys fishing, traveling, cooking, and most outdoor activities. In addition, he is a big time St. Louis Cardinals and Blues fan.
Licensed in: AZ, CO, FL, GA, IN, KY, MD, MO, NC, OH, OR, PA, SC, TN, TX (#2339165), VA