Dan is a Vice President in Baird’s Private Wealth Management Group.
Dan joined Baird’s Atlanta North Point office in 2000. He specializes in comprehensive wealth management planning for individuals and corporations.
He currently holds the Series 7, Series 31, Series 66, Life, Accident, Health & Sickness (Insurance) and Variable Products licenses.
Dan received his BFA in 1995 from The American College. In 2004, he completed Baird's Investment Consultants Program at the University Of Chicago Graduate School Of Business. This ongoing series of study, led by professionals from Baird and other industry firms builds a focus around client challenges and how best to prepare for those financial events. Dan successfully completed Oglethorpe University’s 18-month CFP Program in 2008.
Dan has a passion for helping families achieve financial success. Being a fee based advisor, he can be objective and put client interests first. The service he provides includes coordinating the other trusted family advisors, such as their attorney and CPA relationships. Dan believes this coordination of advisors can have a great impact on a clients financial success.
Dan lives in Alpharetta, Georgia with his wife, Jennie, and their sons, Sean and Colin. He and his family are members at St. Benedict Catholic Church and River Bend Gun Club.
Dan served as President of the Buckhead Breakfast Kiwanis Club 2002-2004, and also served as Treasurer 2001-2002. He believes in charitable giving and currently supports the Wounded Warrior Project, Marine Toys for Tots Foundation, and St. Benedict Catholic Church.