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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Dan is a Senior Vice President and Portfolio Manager with UBS and a life-long resident of Fort Wayne. He has over 33 years experience in the Financial services industry, serving both business and
individual clients.
Dan is passionate about helping people. Through a consultative approach, he takes the time to thoroughly understand the unique needs and circumstances of each client. Dan develops customized advice, strategies, and recommendations to help clients achieve their goals and dreams.
Dan has an extensive background in investment, financial and business management. Dan is a CPA/PFS and has earned both the CPWA (Certified Private Wealth Advisor) and CRPC (Chartered Retirement Planning Counselor) designations. He is a strong believer in Financial education, encouraging clients, professionals and students to be Financially prudent and savvy.
Dan is an accounting and Finance graduate of Indiana University. Dan and his wife Barbara enjoy spending time with their three children and seven grandchildren. Dan is passionate about his faith, and currently is the Endowment Committee Chairman at his church. He enjoys running, swimming, and biking and has competed in numerous marathon and triathlons.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dan is a Senior Vice President and Portfolio Manager with UBS and a life-long resident of Fort Wayne. He has over 33 years experience in the Financial services industry, serving both business and
individual clients.
Dan is passionate about helping people. Through a consultative approach, he takes the time to thoroughly understand the unique needs and circumstances of each client. Dan develops customized advice, strategies, and recommendations to help clients achieve their goals and dreams.
Dan has an extensive background in investment, financial and business management. Dan is a CPA/PFS and has earned both the CPWA (Certified Private Wealth Advisor) and CRPC (Chartered Retirement Planning Counselor) designations. He is a strong believer in Financial education, encouraging clients, professionals and students to be Financially prudent and savvy.
Dan is an accounting and Finance graduate of Indiana University. Dan and his wife Barbara enjoy spending time with their three children and seven grandchildren. Dan is passionate about his faith, and currently is the Endowment Committee Chairman at his church. He enjoys running, swimming, and biking and has competed in numerous marathon and triathlons.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
