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Biography

Dan is a Senior Associate in the Indianapolis office. He advises families and individuals on financial planning and investment management, with a focus on tax and estate planning.

Prior to joining Cerity Partners, Dan was a Financial Advisor at a local wealth management firm and a Financial Consultant for Charles Schwab, assisting individuals with personal financial planning and wealth management needs.

Education

  • B.S. in Accounting from Marian University
  • B.S. in Finance from Marian University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Special Needs Consultant®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.