Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Dan has 27 years of experience in the financial services industry, with the last 18 spent at UBS. He holds a Bachelor's of Business Administration degree from Marian University, where he graduated summa cum laude. Dan split his undergraduate studies between Marian and Wake Forest University, and thus is an avid Demon Deacons fan. Dan's focus is on comprehensive financial planning and wealth management for individuals and helping business owners maximize growth and plan for an eventual exit strategy. He and his wife Tonya and their three children live in Fishers, Indiana, where Dan is actively involved in coaching youth sports and traveling with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Dan has 27 years of experience in the financial services industry, with the last 18 spent at UBS. He holds a Bachelor's of Business Administration degree from Marian University, where he graduated summa cum laude. Dan split his undergraduate studies between Marian and Wake Forest University, and thus is an avid Demon Deacons fan. Dan's focus is on comprehensive financial planning and wealth management for individuals and helping business owners maximize growth and plan for an eventual exit strategy. He and his wife Tonya and their three children live in Fishers, Indiana, where Dan is actively involved in coaching youth sports and traveling with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
