Dan joined the LifeWise team in 2026, bringing five years of dedicated financial industry experience and a genuine passion for helping people. Holding his Series 66 license, and actively working toward his Certified Financial Planner™ designation, Dan works with clients at every stage of their financial journey, helping them build a solid foundation, protect what they’ve built, and move confidently toward retirement. Originally from Washington, IL, and a graduate of Illinois State University, Dan now lives in Champaign with his wife and daughter, where he brings a straightforward, relationship-first approach to wealth management built on trust and clear communication.

Outside the office, Dan is an avid hunter, fisherman, and camper who enjoys spending time in nature and firing up the grill for a backyard barbecue with his family and friends. He’s always experimenting with new recipes on the smoker, and when he’s not by the water or at the grill, you’ll find him cheering on Big Ten football and the Chicago Bears.