Dan began his career as a financial advisor with Edward Jones in 1999. He received his Bachelor’s Degree in Economics from Illinois State University earlier that same year. In his practice, he brings extensive experience in wealth accumulation and income distribution to investors. Dan has his series 7 (General Securities), 63 (Uniform Securities Agent State Law), and 66 (Uniform Combined State Law) FINRA registrations. Dan is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Dan has been an active competitor in the sport of bicycle racing for over 15 years. No stranger to outdoor activities, he also enjoys running, hiking, snow & water skiing, and long walks with his family. Born in Springfield, Illinois, Dan has called it his hometown for many years. He has been an active member of his local Rotary club for the past decade. As a student of music, Dan enjoys performing on drums and percussion.
Dan, his wife Amy, and their three children reside in Springfield, Illinois.