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As a CERTIFIED FINANCIAL PLANNERTM professional with more than 25 years in the financial services industry, Dan brings a wealth of knowledge and experience to helping valued clients achieve their financial goals.
Dan began his career at The Northern Trust Company in Chicago, and earned his MBA from the University of Chicago Booth School of Business while developing extensive experience in financial forecasting, budgeting, and investment analysis.
In 2007, Dan joined Merrill as a financial advisor, determined to combine his skills in money management and investments with his passion for helping others and serving his local community.
Today Dan enjoys building long-term relationships with business owners who are dedicated to running and growing their businesses, and with generations of families who need assistance creating, preserving and transferring their wealth.
Dan helps non-profit organizations and families who believe in socially responsible investing to make a positive impact on the world by aligning their investments with values and social issues most important to them.
To Dan, wealth management is a collaborative effort that goes much deeper than investments. Dan teams with specialists in such areas as retirement planning, life insurance, trust and estate planning services, and he offers banking solutions through Bank of America NA. Dan partners with clients' CPAs and attorneys to help ensure that clients’ financial decisions are consistent with their tax and estate planning strategies.
Ultimately, Dan provides clients with the confidence and freedom to focus on what is most important in their lives.
Dan lives in Crystal Lake with his wife Anne and their four boys. With a passion for community service, they provide leadership for a variety of organizations related to church, education, children’s activities, healthcare and community development.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
The University of Chicago Booth School of Business
Northern Illinois University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112818
Wealth Strategist
Merrill
Wealth Management Banking Specialist
Merrill
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
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