Dan consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. Dan works closely with physicians and executives and has spoken to several medical organizations on the importance of financial planning. He also works with business owners helping them manage retirement plans, monitor investment portfolios, and plan for retirement. He was awarded in 2012 with Business Magazine's 40 under 40.* Dan's experience along with his background in international relations has enhanced his knowledge of global financial markets and their impact on today's investor.

Dan’s time away from work is spent with his wife Angela and their kids, Guyan & Sophia, enjoying the outdoor recreation that Wisconsin offers. Dan was a member of the Blackhawk Ski Club where he grew up ski jumping and represented the club in the Junior Olympics. Dan was also a 3-year captain of the Edgewood College Men’s Soccer Team and has been active in the Wisconsin soccer community. In 2001, he coached Monona Grove High School to the final four of the Wisconsin Boys State Soccer Tournament. Dan also is active in supporting education and serves on the Board of Directors for the Middleton-Cross Plains Area School District Education Foundation.

*Awarded 3/1/12 for the period of November 2010 - November 2011.