Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.
Private Wealth Management is a division within UBS Financial Services Inc.
Senior Vice President–Wealth Management
Dan joined UBS in 2003 as a Financial Advisor and has since developed into a seasoned wealth manager, earning the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®) designations as well as becoming one of a small number of UBS Financial Advisors to be nominated for, and earn, the UBS Wealth Advisor designation. Through his consultative approach, Dan specializes in advanced planning cases for executives and entrepreneurs with a special emphasis on retirement income strategies and risk management. His primary talent, however, is his ability to collaborate with other financial professionals and specialists within his network to harness the combined global resources, tools and expertise available to him to develop customized, comprehensive strategies and solutions for his clients.
Dan earned his bachelor’s degree from Michigan State University and resides in Bloomfield Hills, MI where he enjoys spending time with his with his wife, Victoria and their two daughters Maya and Alexandra.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Dan joined UBS in 2003 as a Financial Advisor and has since developed into a seasoned wealth manager, earning the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®) designations as well as becoming one of a small number of UBS Financial Advisors to be nominated for, and earn, the UBS Wealth Advisor designation. Through his consultative approach, Dan specializes in advanced planning cases for executives and entrepreneurs with a special emphasis on retirement income strategies and risk management. His primary talent, however, is his ability to collaborate with other financial professionals and specialists within his network to harness the combined global resources, tools and expertise available to him to develop customized, comprehensive strategies and solutions for his clients.
Dan earned his bachelor’s degree from Michigan State University and resides in Bloomfield Hills, MI where he enjoys spending time with his with his wife, Victoria and their two daughters Maya and Alexandra.
Education
Credentials
Lets connect
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
