Dan is a Senior Financial Planner at Facet, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a Chartered Financial Consultant (ChFC®) with over 20 years of experience as a financial advisor and consultant. Dan brings a wealth of experience and knowledge to his role as someone who’s helped individuals and families create a plan for financial success.
Outside the office Dan enjoys relaxing with his wife, Julie, and their son, Aidan. He also enjoys coaching Aidan’s youth baseball, basketball, and soccer teams.
Education: University of Phoenix (BS)
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” — Robert T. Kiyosaki