Dan has over 15 years of experience helping clients invest for their future. He invested on his own for many years before turning this interest into a profession by becoming a financial advisor with Smith Barney from 2004 to 2010.
Dan left Morgan Stanley Smith Barney to form an alliance with his two colleagues, John Grant and Daniel Hoffman, transitioning his financial advising practice to Main Street Wealth Advisors. He shares with his two colleagues a sincere interest in helping his clients stick to a disciplined investment process. He works with his clients to help them remove the random emotional element from their investing, refocusing on a thoughtful and informed decision-making process that will help them work towards their goals.
Dan grew up in Cleveland and graduated from Transylvania University with a Biology degree. After teaching high school for six years and earning a master’s degree in education, he returned to school to pursue a degree in electrical engineering at the University of Kentucky. Upon graduating, he continued to follow his passion for teaching and training, as service engineer with the Eastman Kodak Company, guiding engineers and customers, troubleshooting photofinishing equipment problems around the world – a problem-solving focus he still applies when working with his clients today. He has lived in Seattle since 1989, where he met and married his wife, Elizabeth.
When he is not helping clients, Dan serves as a volunteer mentor for the Albers School of Business at Seattle University, sails small boats, and enjoys photography, guitar and singing, exploring the natural beauty of the Pacific Northwest, and reading relentlessly.
Dan holds a Series 7, a Series 63 Registration, a Series 65 Registration through LPL Financial, a Life and Variable Annuity license and a Long Term Care Insurance license.
University of Kentucky