Dan provides comprehensive wealth management strategies designed to assist clients in the pursuit of their needs and goals. He utilizes a client-centric approach, focusing on frequent client reviews, active monitoring of all investments, and comprehensive financial plans.
Dan earned a B.A. in Management and Communications from Concordia University in Mequon, Wisconsin, Dan subsequently received his designation as an Accredited Asset Management SpecialistSM (AAMS®) through the College for Financial Planning in Denver.
Dan is active in community service, having served on two separate nonprofit boards, including the Civic Music Association of Milwaukee. He also served as Treasurer of Smyth Development Corporation from 1999 to 2006.
When not working, Dan spends time with wife, Jill, as well as their three daughters and two granddaughters. Dan is an avid runner, cyclist, swimmer, skier, all-around “silent sports” enthusiast, and active member of the Ice Age Trail Alliance.