Dan is an LPL Financial Wealth Manager with Investment Solution Services, LLC. Dan uses a holistic approach to wealth management which may be applied to various tactical planning strategies. As an Investment Advisor Representative and a fiduciary, Dan acts in his clients’ best interests and enjoys helping them work toward the path of financial success.
He received his degree in Economics and a certificate in financial planning from Northwestern University where he targeted curriculum pertaining to portfolio management, asset allocation, and retirement planning. Dan holds his FINRA Series 7 and 66 licenses with LPL Financial.
In his spare time, Dan enjoys fishing, golfing, and slow-pitch softball. He, his wife, and two sons are heavily involved in their community and local church.