About Dan
As an associate wealth advisor, Dan is involved with every step of his clients’ financial planning process. He was drawn to the industry because of the opportunity to build relationships with people while guiding them to achieve their goals, both personally and financially. He is primarily motivated by the relational aspect of giving advice, getting to know each client and learning about their individual situations and goals. Dan previously worked as a client service associate and paraplanner at a financial planning practice in Colorado Springs for one year.
Dan grew up as the youngest of three brothers in Houston, Texas, and attended Texas A&M University, where he earned his bachelor’s degree in economics. He loves to travel, having backpacked through Europe and Southeast Asia after high school and college, and he is always retreating to the mountains of Colorado with his wife and their dog to backpack and rock climb. He is also a serial reader, and a book can always be found within arm’s reach. Ask him about his latest great read!
As an associate wealth advisor, Dan is involved with every step of his clients’ financial planning process. He was drawn to the industry because of the opportunity to build relationships with people while guiding them to achieve their goals, both personally and financially. He is primarily motivated by the relational aspect of giving advice, getting to know each client and learning about their individual situations and goals. Dan previously worked as a client service associate and paraplanner at a financial planning practice in Colorado Springs for one year.
Dan grew up as the youngest of three brothers in Houston, Texas, and attended Texas A&M University, where he earned his bachelor’s degree in economics. He loves to travel, having backpacked through Europe and Southeast Asia after high school and college, and he is always retreating to the mountains of Colorado with his wife and their dog to backpack and rock climb. He is also a serial reader, and a book can always be found within arm’s reach. Ask him about his latest great read!