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Financial Advisor

Phone: 517-435-4032
E-mail: dan@richmondbrothers.com

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. He received his Certified Financial Planner (CFP®) certification in 2015. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes and retirement planning. He also continues to receive ongoing continuing education. Dan works directly with our President, Dave and our Senior Vice President, Matt. He meets regularly with clients to review their portfolio performance and specific investment holdings, as well as review the current market environment. 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 and his wife, Mallory, are avid campers. They reside in Jackson with their daughter, Emelia, their dog, Scout, and their two cats, Bling and Percy.

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