With more than 14 years of experience in financial planning and investment management, Dan has accumulated the knowledge and perspective to help keep you and your financial future on course. Dan understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt as conditions change.
As your life and needs evolve over time, so too will your vision for the future and your tolerance for risk. Dan will be with you every step of the way offering advice and personalized solutions to help you gain confidence in your future.
Dan is part of an eight-person team of professionals at Towne Wealth Management who work to create long-term, meaningful relationships with a select group of high-net-worth families. Based on what the team learns about you and your goals, they work together to develop specific strategies to help minimize taxes, monetize, and preserve assets, maximize growth and transfer wealth.
Dan grew up in a military family and had the opportunity to live in many different places in the U.S. and abroad. He is a graduate of The University of Virginia where he earned a Bachelor of Arts degree in Economics. He and his wife have been married 18 years and have two children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.