Since 1992, Dan has worked with clients to meet their financial goals by understanding their family and business dynamics and creating an individualized plan. By building relationships with his clients, Dan has been able to evolve their goals as their situations change.

Dan holds a Bachelor of Business Administration degree from Montana State University Northern, a Certified Exit Planning Advisor certification and passed the Series 7, 66, 9 and 10 exams.

Outside of work, Dan has served as investment committee chair and on the executive committee of the Boys & Girls Club of Denver and on the board of the Food Bank of the Rockies. Today he is a member of the board of directors for the Food Bank of Wyoming. He and his wife, Kerry, have three grown sons and enjoy spending time with their dogs and cats, watching college football and are avid Colorado Avalanche fans. In his spare time, Dan collects cars, does wood work and enjoys spending time outdoors.