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Meet Dan

 

As the Director of Client Services, Dan is here for our clients! This is more than just a title for Dan – he’s passionate about building positive, long-term relationships to enhance clients’ lives and, in turn, his own. He truly believes in doing what is right for people, regardless of time, effort or financial cost, and strives to live by these words: “Let all that you do be done in love,” 1 Corinthians 16:14.  

Dan holds a Bachelor’s Degree in Business Management from Indiana State. He worked for AT&T for 19 years, as everything from a Sales Representative to a Client Retention Specialist, and received multiple Regional Sales Recognition awards and Customer Service acknowledgments.  

Dan then worked at Charles Schwab as a Financial Services Professional, where he earned his Series 7 and Series 63 licenses. He was recognized with their Excellence in Service Award in 2020 and achieved the company’s top award, Chairman’s Club, in 2021.

Dan has been married to Lori for almost 26 years, and they have two amazing children: Kaylee and Keegan. They enjoy taking family trips, fundraising for Riley Children’s Hospital and volunteering. He is an avid sports fan (baseball, football and basketball) who enjoys being outside, playing golf and spending time with family and friends. Helping others achieve their goals and being a trustworthy friend are priorities for Dan. 

Favorite food:

Chinese food, pizza and ice cream

Best piece of financial advice received:

Plan for your tomorrow, but don’t forget to live for today.

Favorite quote:

Scripture, “Let all that you do be done in love”

If you could meet anyone, past or present, it would be:

Jesus

Hidden talent:

I can’t say, or it would no longer be hidden 😊

Favorite book:

The Bible

Favorite movie:

“Rocky – all of them!

Favorite TV show:

“The Office”

What motivates you:

Making others happy

Favorite holiday:

Christmas

Something on your bucket list:

Traveling the world

Place you’d most like to visit:

Hawaii

Biggest accomplishment:

The successes of my children

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.