Dan uses his two decades of industry experience to help clients pursue their financial goals through the development and implementation of personalized investment strategies. Dan believes in a team approach and utilizes the wealth of resources available via the LPL Financial home office staff, as well as, the knowledge of attorneys, CPAs, estate planning consultants, portfolio managers, insurance specialists, and other professionals, to better serve clients.
Born and raised in Fresno, Ca, Dan earned a Bachelor of Science degree in Business, Finance from California State University, Fresno. Since graduation, he has served on multiple Non-Profit boards beginning with the Board of Directors for The Discovery Center in 1999. Dan continues to focus his time, talent, and treasure on organizations that have meaning to his life and allow him to spend more time with his two children Kayla and Drake. In addition to coaching their team sports, he was active in league boards, scheduling, organizing, fundraising, and vision planning. In 2012 he joined the Board of Directors for The Bulldog Foundation and served as an officer for four years, including Chairman. While away from the office Dan enjoys watching and coaching sports activities, volunteer work in the community, physical activities (running & weight lifting), and automobile racing.
CA Insurance License # 0C66158