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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
For more than 17 years, Dan has provided comprehensive wealth management solutions, financial planning, critical retirement income planning and investment consulting to clients and their families. Dan began his career at a full service bank, which taught him the importance of providing advice beyond investing and exceeding client expectations. As a Certified Financial Planner ™, Dan works closely with his clients to identify their needs and goals, analyze their cash flow and assets, review the debt side of their balance sheets and develop a long-term financial plan.
A graduate of the University of Iowa, Dan earned a degree in economics with a business minor. Dan has worked out of the Oakbrook office of UBS Financial Services since 2006.
He currently resides in La Grange Park with his wife Elizabeth and their two children, Kaelin and Danny. He enjoys spending time with his family and many sports activities.
Education
Lets connect
First Vice President–Wealth Management
For more than 17 years, Dan has provided comprehensive wealth management solutions, financial planning, critical retirement income planning and investment consulting to clients and their families. Dan began his career at a full service bank, which taught him the importance of providing advice beyond investing and exceeding client expectations. As a Certified Financial Planner ™, Dan works closely with his clients to identify their needs and goals, analyze their cash flow and assets, review the debt side of their balance sheets and develop a long-term financial plan.
A graduate of the University of Iowa, Dan earned a degree in economics with a business minor. Dan has worked out of the Oakbrook office of UBS Financial Services since 2006.
He currently resides in La Grange Park with his wife Elizabeth and their two children, Kaelin and Danny. He enjoys spending time with his family and many sports activities.
Education
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
