Dan began his industry career in 1989, and he brings more than three decades of experience to the team. He worked at City National Bank and then Merrill Lynch for 21 years before moving to RBC Wealth Management in 2018. Dan focuses on providing discretionary money management services, concentrated stock strategies, ESG- (environmental, social and governance) considered portfolios, advising nonprofit groups and supporting our clients with their intergenerational wealth transfer strategies.
Dan is a graduate of Iowa State University with a degree in business administration and resides in Pacific Palisades, California, and Whitefish, Montana with his wife and two sons. Dan has been active in the community serving on the board of Pacific Palisades Baseball Association and the Calvary Christian School Foundation, where he served as president. Dan enjoys golf, basketball, hiking, attending college sporting events and spending time with his family.
