Dan is an alumnus of Kansas State University and began his career at KPMG. He joined Cain Watters and Associates as a financial planner in 1997. When the company developed a partnership structure in 2008, Dan was elected to oversee CWA as its managing partner due to his previous success in serving over 100 clients for over 10 years.

In addition to seeing long-term clients, he oversees the financial planning process as well as the financial planners as the managing partner. He regularly shares his knowledge at the CWA Practice Transition Seminar, dental society meetings and study clubs nationwide.

He is a Certified Financial Planner and has a Personal Financial Specialist (PFS) license from the American Institute of Certified Public Accountants. He is also an Investment Advisor Representative and a member of the Texas Society of CPAs.

Dan is an avid outdoor enthusiast and enjoys spending as much time as possible waterskiing, snow skiing and running. He is married to Kim and has two children Justin and Jenna.

00:0000:00
Download(Loading)

.