Dan earned his Bachelor of Business degree from Texas A&M University. He is a licensed general securities representative, licensed investment advisor, life and health insurance agent. Dan began his career in the financial services industry with a position on the equity and option trading desk at Southwest Securities in 2002. He spent the bulk of his career thereafter as a partner in a wealth management team with Morgan Stanley.
Dan fills his leisure time with an involvement in youth sports, mountain biking with his family, and finding creative ways to photograph all of life’s events.
“Applying a holistic approach to each client’s financial situation is the very essence of what we do. It would be short sighted to build a plan around average life expectancies without knowing the client’s mother was still living at age 102. The more I learn about a client’s individual situation, the better qualified we are to tailor a truly personalized solution.”