Dan has been passionate about the financial services industry since 2004. With two decades of industry experience, Dan has skillfully worked with defined contribution retirement plans in addition to orchestrating wealth planning for our individual clients and their families. He is an industry professional who enjoys helping business owners and executives maximize the tax efficiency of their investments while optimizing their employee benefit programs.
Dan, a managing director at RBC, is a graduate of Butler University. Dan holds several professional designations, including Chartered Retirement Planning Counselor©, Chartered Retirement Planning Specialist© and Accredited Investment Fiduciary. Dan has been recognized as a Forbes America’s Top Next-Gen Wealth Advisor from 2017–2022 and a Forbes America’s Top Next-Gen Wealth Advisors Best-in-State in 2018, 2019 and 2022. He was also named in the Forbes Best-in-State Wealth Advisors list from 2019–2022 and the Financial Times 401 Top Retirement Advisors list in 2019 and 2020.
Dan and his wife, Kate, live in Fishers, Indiana with their three young children, Gabe, Meg, and Jessica. They are active in their church and community. Dan serves his church as a member of the finance committee and has recently rolled off of the board of directors. Together, Dan and Kate enjoy coaching and organizing youth sports as well as running and cycling. They spend most of their leisure time with their family, boating and fishing.
