Designations and Licenses

Dan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Dan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Dan worked at Confluence Financial Planning as a financial planner and lead investment strategist.

Dan has a Bachelor of Science in Business Administration with a concentration in finance from California Polytechnic State University, San Luis Obispo.

Personal Interests

Away from the office, Dan enjoys spending time with family, outdoor activities like hiking and mountain biking, soccer and Spartan obstacle course racing.