Partner, Senior Wealth Advisor
Dan’s passion is creating a game plan for clients and serving their needs with an emphasis around behavioral finance and tax strategies. Over his 10 years of serving Racine families, he has gained a unique understanding of S.C. Johnson Wax benefits and helped dozens retire confidently making strategic decisions around their situation.
Dan is an avid golfer and member of Meadowbrook Country Club and The Racine Country Club. He is married to his wife, Jenn, who is a Pediatric Dentist in the Milwaukee area. Dan and his wife welcomed their first child, Landon, in June of 2018 and have a dog named Tyger. They are actively involved with The Prairie High School in Racine.