Dan believes in listening to clients and tailoring an experience to meet their needs. Every person’s needs are different. Whether it’s investment management, planning for retirement, managing income, giving to charity or passing along wealth, he wants to create a strategy custom to you.
His career began in 2007 and has spanned both institutional investment management and private wealth management. Prior to joining Ascential Wealth Advisors in 2015, he worked in trading operations for global alternative asset manager Whitebox Advisors LLC and Waterstone Capital Management, LP.
Dan earned a bachelor’s degree in finance from the University of Minnesota Duluth with a focus in financial markets. After finishing his bachelor’s degree, he completed the graduate-level Chartered Financial Analyst® (CFA®) program and earned his CFA® charter. He holds Series 7 and 66 securities licenses along with life and health insurance licenses.
Dan believes in giving back through volunteering with local non-profits and community organizations and is active in the Duluth community, serving as President Elect of the Rotary Club of Duluth and as the former president of the Duluth Cross-Country Ski Club (DXC). In his free time, he cherishes time with his wife, two kids, and labrador. He enjoys outdoor activities including nordic & alpine skiing, trail running, mountain biking, and fishing across the region.