Qualifications
Joining the world of finance in 1998, Dane is a veteran of the industry. He has passed the Series 7, 31, 63 and 65 exams, is insurance licensed, and has been a Financial Advisor since 2000. Dane attended Texas Tech University where he majored in communications. After school, Dane returned to his home town of Austin where he currently resides with his wife, Alison, and their three children. His interests include spending time with his family, playing golf, running, cycling, coaching youth sports, traveling and devoting his time to the Samaritan Center of Central Texas.
Dane specializes in strategic wealth management, retirement planning, estate planning, and corporate stock repurchase plans (10b-18s). Behind him stands a diverse array of in-house wealth management experts from every discipline. He has the knowledge and capability to provide answers and advice to help meet any client need, regardless of how large or complex.
A vast set of resources
Supporting Dane is a diverse array of in-house financial experts from every discipline. Together, we have the knowledge capability to provide solid answers and advice to help meet any client need, regardless of how large or complex. RBC Wealth Management has also developed partnerships with many of the largest and most prestigious financial organizations in the world to augment our ability to deliver a full array of services and products to help meet the growing demands of clients in today’s global economy. We proudly refer to this as our “Best of Class” approach.
Service excellence
Dane is devoted to providing a high-touch client service experience that is unparalleled and will hopefully exceed his clients’ expectations. He takes pride in building long-term client relationships that evoke confidence and trust in his devotion to client goals and the knowledge and services he provides.
