Dan joined Karen’s team in August 2011. He graduated from the University of Missouri, Columbia with a degree in Personal Financial Planning with an emphasis in Business. Dan is currently a Registered Representative, holding his Series 7 and Series 66. Dan is responsible for assistance in portfolio rebalancing, research and tax planning. He also serves as a backup to the Client Service Manager.
Dan has a passion for soccer and golf. He also enjoys watching his Mizzou Tigers.