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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
Senior 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
Senior 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
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
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