In his financial planning practice, Dan provides comprehensive services to a select group of clients who have already retired or who hope to retire in the near future and who are looking for assistance in managing their investments and income.
Dan's clients seek his financial advice when faced with events such as retirement, inheritance, divorce, sale of a business, health concerns or the loss of a loved one. Through his comprehensive services, he helps people feel more confident in their financial future.
By sitting on the board of trustees and finance boards of area non-profits, Dan also has insight in endowment investment management.
Dan attended Central Catholic High School and continued his education at Lourdes University where he attained his BIS degree.
Dan and his wife, Tegan, reside with their three sons in Holland. He has served on a number of boards and currently sits on the St. Joan of Arc Athletic Board and Lial Catholic School Board. He has coached basketball and baseball at the junior high level over the last 20+ years.
Life and Health Insurance license