Dan’s Financial Planning specialties include, Retirement Forecasting, Estate Planning, Education Consulting, and Tax Preparation for Individuals and Businesses. He focuses on goal-based investing, helping clients make decisions today in order to achieve their future objectives.
Dan earned a Bachelor of Science, Master of Science, and Ph.D. from the University of Illinois at Urbana-Champaign. He spent 3 years as a Professor at Oregon State University, which provided valuable experience to help him determine client needs and communicating potential risks.
Dan lives in Inverness with his wife Ashley and son Joshua. He enjoys watching the Chicago Cubs, snow skiing, golf, and woodworking in his spare time.