Dan joined Atlas Wealth Advisers in January of 2021 after having graduated from the University of Wisconsin – Milwaukee, where he studied Finance and Economics. Since then, he has acquired both his Series 7 and Series 66 licenses, become licensed in the state of Wisconsin for Life and Health insurance, attained the Chartered Financial Consultant® designation, and is currently pursuing the Certified Financial Planner® designation.
Dan has a passion for helping others achieve an understanding of their finances and looks forward to having clients of his own in the near future.
Outside of work, Dan is an avid golfer and enjoys getting out on his motorcycle as often as he can.