Dan Tutrow serves as Director of Client Services at Dynamic Legacy Planning, where he focuses on building lasting relationships and helping clients feel confident, informed, and supported throughout their planning journey.
With more than two decades of experience in sales, customer service, client retention, and financial services, Dan brings a relationship-centered approach to his work. Before joining Dynamic Legacy Planning in March 2021, he spent nearly 20 years with AT&T in roles including Sales Representative, New Client Specialist, Customer Service Agent, and Client Retention Specialist. His work earned him multiple regional sales and customer service recognitions.
Dan later joined Charles Schwab as a Financial Services Professional, where he earned his Series 7 and Series 63 licenses. During his time with Charles Schwab, he received the Excellence in Service Award in 2020 and the Chairman’s Club award in 2021.
Dan earned his bachelor’s degree in Business Management from Indiana State University in 1995. He is also deeply committed to serving his community. He is a graduate of Leadership Hancock County’s Class of 2025 and continues to support future classes. His community involvement includes serving as a board member and Treasurer of Hope House of Hancock County, supporting Special Olympics Hancock County, and volunteering with the Kenneth Butler Memorial Soup Kitchen and Meals on Wheels. He also supports the Women’s Resource Center and is an active member of the men’s group at Park Chapel Christian Church.
Dan’s dedication to serving others has earned him several honors, including the Stacia Alyea Award for Excellence in Leadership and Special Olympics Hancock County Unified Partner of the Year.
Outside of work, Dan enjoys spending time with his wife of 31 years, Lori, their daughter Kaylee, son Keegan, and granddaughter Evelyn Grace. He enjoys traveling, staying active, and following sports, particularly baseball, football, basketball, golf, and bowling.