Meet Daniel
With over 30 years of experience helping business owners and families achieve financial clarity and confidence, Dan is dedicated to guiding clients through the complexities of wealth management, succession, and legacy planning.
Dan specializes in business owner planning, complex estate strategies for generational wealth transfer, and retirement planning for families who value both their loved ones and their communities.
He partners with accomplished professionals and entrepreneurs to identify overlooked
opportunities and coordination gaps within their financial plans. When addressed, these areas can unlock significant value, often translating into millions of dollars in benefit for a family or business.
Dan’s deep understanding of family-run enterprises is both professional and personal. With firsthand experience with family business, it gives him insight into the unique challenges these organizations face. He’s seen how the absence of thoughtful planning can create hardship, and he’s passionate about helping others avoid the same.
Dan believes that while no one plans to fail, too many people and businesses fail to plan. His
mission is to help families and business owners build clarity, continuity, and confidence for
generations to come.
Dan is dedicated husband and father, and love spending time on golf courses in the summer, and ski slopes in the winter.
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