Overview
Dan has 30 years of experience in wealth management, focusing on profitability and team leadership in competitive markets. At Aprio, he will lead mergers and acquisitions to expand the Wealth Management Registered Investment Advisory (RIA) division nationwide. Dan is committed to ethical leadership and strategic clarity to enhance organizational growth.
Experience
He has spent most of his 30-year career at a number of RIA firms, having held nearly every position in the industry, including roles in acquisitions. Additionally, Dan has successfully built and led organizations through significant growth and cultural transformation—from founding a boutique RIA to managing divisions with $6.5 billion in Assets Under Management (AUM).
With a proven track record of exceeding revenue and AUM targets, Dan specializes in aligning strategy, culture, and client-focused innovation. His proficiency includes mergers and acquisitions, succession planning, and talent development. Dan’s leadership style is marked by strategic vision and executional excellence, fostering a culture of trust, inclusion, and collaboration that inspires clients and colleagues alike.
Education & Affiliations
Dan earned a Bachelor of Science in Business Administration and Management, General, from the University of Wisconsin-Stout. He is a Certified Financial Planner (CFP) and holds FINRA Series 63 and 65 certifications.