Dan is a Financial Advisor at Box Financial Advisors. As a Financial Advisor, Dan works with high-net-worth individuals, specializing in complex financial planning for clients with over $500,000 in investable assets. He helps clients navigate critical financial decisions, from retirement planning to tax strategies and estate planning, ensuring that their financial goals are met with precision and expertise.
Dan graduated from Bethel University with a B.S. in Business Management and has obtained his Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC ®) designations. Dan also holds a Series 7 and Series 66 securities registrations as well as life and health insurance licenses.
Outside of work, Dan enjoys spending time with his wife, Christina, daughter, Hailey and son, Eli.