Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a CERTIFIED FINANCIAL PLANNERTM (CFP®) 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 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.
The University of Chicago Booth School of Business
Northern Illinois University
Our experts examine the forces that are changing the world – and how they may impact your life
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 Banking Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.