Dan has been an analyst with Plaza Advisory Group since 1994. He has a BS in Business Administration from the University of Missouri along with securities registrations Series 7, and Series 63. In addition to maintaining a client reporting system, Dan provides analysis of executive compensation, focusing on the issues inherent in the transition to retirement. Dan also performs portfolio modeling and asset allocation analysis.
Dan enjoys being able to work with very talented people in a comfortable and professional environment and assisting clients through the aggregation of data into meaningful information and reports. With his help, clients and advisors are able to make sense of their investments and pursue their financial goals.
Outside of the office, Dan enjoys hockey, hiking, and anything outdoors. He is also a member of several municipal boards including the Park Board, the Civilian Review Board, and the Planning and Zoning Board.