Dan is an experienced financial professional based in Chicago, IL. He currently serves as an internal consultant and advanced planning advisor for a large nationwide registered investment advisory firm, where he provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops and delivers internal training for advisors across the firm.
In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, offering specialized consulting to private advisors and developing educational webinars and content for financial education providers. He is also a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing CPA, IRS EA, and CFP certifications.
Previously, Dan was the Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM. There he managed the firm's internal training program and ensured consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning, creating and directing the SE-AWMA graduate program which generated $500K+ in revenue with a 90%+ graduation rate and attracted major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo.
At Kaplan Professional, Dan developed online training, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications and designations, including FINRA registered reps, state insurance agents, and NASBA CPAs/EAs.
Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners and executives nationwide.
He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).
