Dan's career in the finance and investments business began back in 1980, in Chicago, with A.G. Edwards & Sons. Four years later, Dan accepted a management position with the firm in California. In 2011, four years after A.G. Edwards was purchased by a large bank, Dan joined Baird, a smaller firm based in the Midwest. In 2021 Dan made the decision to join D.A. Davidson & Co., a firm which embraces a more holistic approach to wealth management.
Dan and his wife, Debbie, live in Sacramento, where they raised their three kids, Dan Jr., Patrick, and Erin. Away from work, Dan enjoys spending time with family, cycling, reading, and traveling. Dan and his family are avid fans of the Chicago Cubs.
A midwest native, Dan grew up in Indianapolis and graduated from Indiana University in 1980, where he majored in finance and economics.
For more than four decades, Dan has helped his clients achieve their goals with his insights regarding investment management. To work with Dan is to have access to a wealth of knowledge and experience regarding various financial strategies and market environments.
Dan's practice is marked by his commitment to, first and foremost, serve his clients. By understanding their goals and priorities, he enjoys tailoring strategic plans to their situation that are also built to take advantage of the current macroeconomic landscape.
Ultimately, when someone goes looking for an advisor-financial, investment, or otherwise, it becomes a search for intangibles: knowledge, insight, clear judgment, honesty, integrity, track record, understanding, kindness. Namely, people look not for just any financial advisor, but a true partner with whom they can place their trust.
Dan deeply respects the role an advisor can play — his favorite aspect of his work is the opportunity it offers him to build long-term, fruitful relationships with his clients and their families.
