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Director, Private Wealth Advisor
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Dan closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Once he has a holistic understanding of his clients’ objectives he engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. He joined the organization in 2002 and has over 33 years of experience in the financial services industry.
Dan earned a BS in Art Education from Illinois State University in Normal, IL. He received the Chartered Life Underwriter designation from American College in Bryn Mawr, PA.
He is a member of the Chicago Estate Planning Council, the Society of Financial Services Professionals and the National Association of Insurance and Financial Advisors. He is also actively involved in the fundraising efforts for the Glenview Park Foundation.
Dan makes his home in Glenview, IL with his wife and has three children. He has a passion for drawing and painting and is very active in sports.