First Vice President – Investments, Wells Fargo Advisors

Dan started his financial planning practice in 2004, specializing in the construction and ongoing management of investment strategies specific to the complex needs of both individuals and corporations. Whether he is creating private investment plans for individuals or helping establish 401(k) plans and deferred compensation packages, Dan’s approach is consistent. He develops a clear understanding of what makes each situation unique. He then structures appropriate strategies and helps his clients manage the investments on a continual basis.

Dan has the Chartered Retirement Planning Specialist (CRPS®) designation and holds Series 7 and 66 registrations along with Life and Health Insurance licenses. Dan is a past President and Board Member of Bay Area Advisors, a 501(c)3 that has raised over $1,000,000 towards funding prostate cancer research at Moffitt Cancer Center since 2006. He is involved in several other charitable organizations locally as well.

Dan met his wife, Sara, while they were both students at the University of Florida. After graduating, they got married and moved to Lakewood Ranch, where they now live with their son, Logan, and daughter, Elyse. On the weekends, you may find Dan pursuing his passions – coaching Logan’s flag football and basketball teams or cheering Elyse on at her dancing competitions.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

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