Dan’s longtime love for the financial industry drives his commitment to it. With the resources of Alex. Brown, a division of Raymond James behind him, Dan wants to make planning for your future as easy and stress free as possible. As his client, you can count on him to strive for excellence in helping you make smart long-term financial decisions.

Dan takes a holistic approach to wealth management that includes institutional equity, fixed income research, trading and portfolio management. Ever honest and grateful, he wants to help you preserve your wealth so you don’t have to make your money more than once.

Before his time at Deutsche Bank, Dan gained valuable experience in the financial industry at Southwest Securities and A.G. Edwards, now part of Wells Fargo Advisors.

Originally from Fort Worth, Dan now lives in Dallas with his wife, Jennifer. They have three children, Jillian, Daniel and Gable. He attended Southern Methodist University and graduated with a bachelor’s in social science with a concentration in economics. Active in his church, Dan is a deacon at Park Cities Baptist Church and is past president and current member of the Cornerstone Crossroads Academy school board.