Daniel T. von Koschembahr

Dan has over 20 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 all his 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 lived in Seattle - where he met and married his wife Elizabeth - from 1989 till 2021. Dan is now based in Kentucky, returning to the Pacific Northwest every year to see clients, business colleagues, family and friends.

When he is not helping clients, Dan continues to serve as a volunteer mentor for the Albers School of Business at Seattle University as well as for Transylvania University, design small sailboats, enjoy photography, guitar and singing, explore the natural beauty of the Bluegrass, and reads 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.

Education

Transylvania University
University of Kentucky