Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
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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.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.