1991 Crocker Rd suite 370
Dan specializes in logical and purposeful portfolio management that is aligned with his client’s financial goals and needs. Dan began his career as an intern at Merrill Lynch in 1998 while completing his bachelor’s degree from the University of Toledo. Since then, he’s worked for companies such as JPMorgan and Charles Schwab. Being an independent advisor, partnered with Stratos, is where he feels that he can best serve his valued clients. He also holds a Chartered Financial Consultant designation awarded by the American College.
Dan lives in Avon with his wife, Tracy and two boys, Chase and Carter.