Dan joined Atlas Wealth Advisers in January of 2021 after having studied Finance and Economics at the University of Wisconsin – Milwaukee. As a big believer in continual education, Dan has advanced his skillset by obtaining his CERTIFIED FINANCIAL PLANNER™ certification in addition to the Chartered Financial Consultant (ChFC®) designation. He also holds the Series 7 and Series 66 licenses in addition to Life and Health Insurance licenses so that he can help his clients in as many areas as possible.
He is passionate about helping others achieve an understanding of their current financial picture and the ‘why’ behind the actions that should be taken to progress towards their goals.
Outside of work, Dan serves in the youth ministry at his church and enjoys being active outdoors as often as he can, though his favorites pastimes are being on the golf course, at the gym, or out on his motorcycle.