Dan was born in the town of Harrisburg, Illinois. He obtained his Bachelor of Science Degree in Business Administration with a major in Finance from Southern Illinois University. He went on to obtain his Chartered Life Underwriter (CLU) designation and the Chartered Financial Consultant (ChFC) designation from the American College. Dan holds a Series 7 securities license, a Series 24 Supervisory license, a Series 63, and Life, Health and VA insurance licenses. Dan lived in Palm Beach Gardens, Florida for many years before moving to Blowing Rock, NC with his wife, Debbie, to enjoy the beautiful Blue Ridge Mountains. Dan establishes, reviews and monitors client investment portfolios using various asset allocation models. He specializes in retirement strategies, gifting, retirement distribution planning, and estate tax planning, with a goal of increasing and preserving family wealth.