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 cheering for his kids in youth sports alongside his wife, mountain biking out on the trails, and perfecting his Texas BBQ culinary skills.