Dan joined Merrill in 1990. His client-centered approach to investments has consistently helped business owners, individuals and families realize their financial goals. In his more than 32 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.  He was named the Forbes “Best-in-State Wealth Advisors” list in 2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021).  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 33 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.



*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.