Director of Retirement Plan Consulting
For the last 14 years Dan has worked specifically in the retirement plan industry, helping business owners and their employees to achieve their financial goals via qualified and non-qualified retirement plans (401k, Cash Balance, ESOP, etc.). Dan manages all aspects of our clients’ fiduciary responsibilities including ERISA & compliance, plan design, vendor monitoring, investment due diligence, and employee education.
Dan prides himself on providing what he calls “large plan services to small businesses”. Please reach out to Dan if you are not receiving the level of service you deserve, just looking for a second opinion, or if you are comparing the options you have to start a 401(k) or another type of retirement plan.
Dan graduated from Northern Michigan University with a Bachelors of Finance/Personal Financial Planning. He is an Accredited Investment Fiduciary (AIF®) professional, has obtained a Chartered Retirement Plan Specialist (CRPS) designation and is securities registered as an Investment Advisor Representative (IAR).
In his spare time, Dan enjoys spending time with his family (wife and 3 kids), coaching, being outdoors, and staying active.