Dan joined Lincoln Financial Advisors in 2014. He brings his experience as a business owner and entrepreneur to help his clients understand and reach their financial goals. As a Private Wealth Advisors, Dan uses a detailed and custom process to determine what his client’s needs, wants and dreams are today and how to work towards achieving them in the future. He chose to work with Lincoln Financial Advisors due to the open nature of the firm that allows Dan to bring creative solutions to the table from financial companies that are the best of breed at what they do.
Dan has found that working in the community to help business owners offer company sponsored retirement plans for their employees in addition to serving his individual clients provides tremendous value to both the employer and the employee.
Dan has his Bachelor’s degree in Kinesiology as well as a Master’s in Physical Therapy and worked as a physical therapist for many years until he made the move the join Lincoln Financial Advisors. He felt that his passion for helping people could be better served for a longer period of time by using his skills to help people make well informed financial decisions.
He currently holds his California Insurance License and his FINRA Series 7 and 66 registrations. Continuing education and a drive for learning are essential parts to being successful in any industry and Dan incorporates continuous learning to be able to bring the best information and ideas to his clients.
Outside the office Dan is active in his community with his wife Cheryl and his 2 kids Andrew and Emma. He sits on the board for AYSO as well and coaches and referees soccer. He is also very fortunate to live in the same area as much of his family and enjoys spending as much time as possible with his immediate and extended family. The family enjoys sports, camping and travel.