As a CERTIFIED FINANCIAL PLANNERTM professional with more than 25 years in the financial services industry, Dan brings a wealth of knowledge and experience to helping valued clients achieve their financial goals.
Dan began his career at The Northern Trust Company in Chicago, and earned his MBA from the University of Chicago Booth School of Business while developing extensive experience in financial forecasting, budgeting, and investment analysis.
In 2007, Dan joined Merrill as a financial advisor, determined to combine his skills in money management and investments with his passion for helping others and serving his local community.
Today Dan enjoys building long-term relationships with business owners who are dedicated to running and growing their businesses, and with generations of families who need assistance creating, preserving and transferring their wealth.
Dan helps non-profit organizations and families who believe in socially responsible investing to make a positive impact on the world by aligning their investments with values and social issues most important to them.
To Dan, wealth management is a collaborative effort that goes much deeper than investments. Dan teams with specialists in such areas as retirement planning, life insurance, trust and estate planning services, and he offers banking solutions through Bank of America NA. Dan partners with clients' CPAs and attorneys to help ensure that clients’ financial decisions are consistent with their tax and estate planning strategies.
Ultimately, Dan provides clients with the confidence and freedom to focus on what is most important in their lives.
Dan lives in Crystal Lake with his wife Anne and their four boys. With a passion for community service, they provide leadership for a variety of organizations related to church, education, children’s activities, healthcare and community development.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
