Dan joined Merrill in 1990. His client-centered approach to investments has consistently helped business owners, individuals and families pursue their financial goals. In his more than 34 years at Merrill, Dan’s focus on the long term financial needs of his clients has become the cornerstone of his goals-based investment approach. Dan holds a BBA from Western Michigan University and has been actively involved in the community.
He has served as a Frankenmuth School Board Trustee, St. Lorenz School Board Vice Chair and St. Lorenz Parent Teacher League President and member of the Planned Giving and Estate Planning Committee for the St Lorenz Foundation. He is currently a Frankenmuth Noon Rotary member, the Frankenmuth Rotary Helping Hands Fund Co-chair and Chairman of Rotary’s Frankenmuth Fondo annual biking fundraiser.
Dan resides in Frankenmuth with his wife of 35 years. He has run the Boston, Marine Corps, and Chicago Marathons. He and his family have participated in many Disney running events and he has bicycled across Iowa. He enjoys running, biking, reading, golf and relaxing at his cottage up north.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
