Dan joined Equitable Advisors in 2020 and works with individuals, families, educators, and public employees on retirement planning, investment management, and long-term financial planning.
Originally from St. Joseph, Michigan, Dan graduated from Cornerstone University here in Grand Rapids. He enjoys helping clients understand their financial options and make informed decisions about their future. His approach is centered on building long-term relationships and providing straightforward guidance tailored to each client’s goals.
Dan’s work focuses on helping clients connect the different pieces of their financial lives, including retirement planning, pensions, investments, and income strategies, to create a clear path toward their goals.
Outside of meeting with clients, Dan enjoys spending time with family and friends, playing golf, staying active through exercise, and following Detroit sports. As a former college baseball player, he remains a fan of the game and enjoys following the Detroit Tigers throughout the season.
