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$6 trn
UBS Group invested assets
As of 12/31/2024
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 former CPA 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 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 former CPA 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 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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
