Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Dan works with clients in the areas of taxes, investments, insurance and financial planning to help them reach their financial goals today and in the future. He has been in the financial services industry for more than 10 years.

Prior to joining Mariner, he was a regional consultant at Russell Investments where he provided U.S. registered investment advisory firms and trust companies with capital markets insight, asset allocation and investment solutions. Prior to that, he was a client relationship manager for a registered investment advisory firm in the Milwaukee area.

Dan has a bachelor’s degree in finance from the University of Wisconsin-La Crosse. He is a member of the Financial Planning Association.

Personal Interests

Dan enjoys being outdoors, golfing, hunting and playing basketball.