Dan has more than 30 years of experience in the financial services industry, including senior level positions in institutional fixed income, equity research sales, and private wealth management. With RBC Wealth Management, Dan’s role is to develop cost-efficient strategies and practices that deliver personalized solutions for his clients.

He holds a Bachelor of Business Administration degree from the University of Texas at Austin with continuing education in financial planning at the Bauer College of Business at the University of Houston. He is a registered representative under FINRA and has passed the Series 7, 63 and 65 exams. He also holds a General Lines Agent license with the Texas Department of Insurance.

Dan is a lifelong Houstonian, has been married to Betsy Barbieri Austin for 32 years and they have three adult children. His current community outreach includes serving on nonprofit foundation boards including The Blue Bird Foundation and The Strake Jesuit Foundation. Dan enjoys traveling, especially to the Texas hill country, playing golf, and spending time with friends, family and clients.