Dan helps clients navigate complex financial challenges. He asks pertinent questions and enjoys helping clients think about their money from a fresh perspective. He has developed an interest in entrepreneurship and especially enjoys working with business owners and young executives.

Dan is an avid Packers fan and the proud owner of a share of Green Bay Packers stock. He enjoys reading (especially Stephen Covey), eating, skiing, cycling, golfing, and spending time with his wife and son. He previously served as Treasurer and founding board member at Food for Hope, a meal program for hungry children, and was Chairman of the Young Life Resource Board for Broomfield/Adams County in Colorado. He has a passion for helping at-risk youth, especially in the areas of hunger and education.

Prior to joining SBSB in 2018, Dan was the Director of Financial Planning for Weatherstone Capital Management in Denver, CO. He earned a degree in Financial Management from Calhoun Honors College at Clemson University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CEPA (Certified Exit Planning Advisor) designation. As a CEPA, he is focused on helping business owners plan for and navigate business transitions and sales. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).