Dan is an integral member of the Client Advisory team at Auxano. With his expertise and dedication, Dan crafts tailored strategies to empower our clients in reaching their financial goals with confidence.

Drawing from ten years of experience working with high net-worth individuals, with a background in insurance and personal finance, Dan is committed to client satisfaction. He diligently guides clients through the financial and investment planning journey, ensuring a personalized experience.

Dan is a CFP® Professional and holds a Bachelor of Science degree in Business Administration from Thomas Edison State University.

Outside of the office, Dan enjoys music, hiking and outdoor adventures, volleyball, and other team sports.