Sr. Wealth Management Advisor
Dan provides valuable insight to business owners and high-net-worth individuals by developing planning strategies that are tailored to meet clients’ objectives and goals. Included in those strategies are traditional and non-traditional investments, variable annuities, and life insurance.
Dan also leads plan administration and relationship management for owners and key decision-makers for company-sponsored retirement plans.
It was Dan’s entrepreneurial spirit that led him to work in the financial services industry, as a wealth manager. He enjoys developing personal relationships with his clients and advising them on critical financial and life decisions.
Dan was Vice President at Meridian Financial Group for four years before the firm merged with Visionary in August 2014. He started his career as a Financial Advisor with American Express Financial Advisors in Cleveland, Ohio in 1997. From 1999 to 2010 he was an Advisor for Archer Wealth Management in Clayton, Missouri where he designed and monitored portfolios, analyzed market trends, and delivered comprehensive financial plans.
Dan has a BS in Finance with a minor in Economics from the University of Akron, and has the Accredited Investment Fiduciary designation.
Dan has been a member of the Edwardsville community for over 20 years and lives there with his wife, Toni. His daughter, Taylor, is a recent University of Illinois School of Engineering graduate, who is now living in St. Louis, Missouri. He enjoys on and off-road motorcycling, golfing, cycling, and traveling with Toni.