By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
What excites Dan most about his profession, is the opportunity to build and maintain long-term relationships with clients. He focuses on understanding the clients hopes and fears and then helps them achieve their financial goals.
Dan started his career in the financial services industry as a financial advisor with Merrill Lynch in 1991. Years later, he moved to Key Investments, whose name changed to McDonald Investments, this was then acquired by UBS in 2007.
Having attended the University of Dayton on a Basketball scholarship, Dan received the Scholar Athlete award for two consecutive years. He earned his bachelor's degree in engineering and went on to receive a master’s degree in business administration.
Being passionate about basketball, Dan spent many years coaching and developing young players in the Dayton area. He and his wife, Margie, enjoy spending time with family, playing golf, hiking and skiing at their second home in Snowshoe, West Virginia. Their main residence is in Miamisburg and they have three daughters and one son.
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Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.