Phone: (517) 536-5000 ext. 12
A 2007 graduate of Grand Valley State University, Dan earned his Bachelor of Science in Finance and received his Series 66 and Series 7 licenses. His Certified Financial Planner (CFP) certification will be received in 2015. Dan works directly with our President, Dave and our Senior Vice President, Matt. He meets with clients to review their portfolio performance and relay Dave and Matt’s ideas about the market and economy, as well as specific investment holdings. In addition, Dan is the first advisor point of contact for new prospective clients. Dan has been a member of Richmond Brothers’ team since 2012 and is very efficient at getting things done.
Dan is a native of Grand Rapids and he enjoys sports, reading and traveling. He is also involved with his church. Dan and his wife, Mallory, are avid campers. They reside in Jackson with their dog, Scout, and their two cats, Bling and Percy.