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$6 trn
UBS Group invested assets
As of 12/31/2024
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
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
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UBS is a leading and truly global wealth manager
