Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Dan works with individuals, families, and organizations to simplify complex financial decisions and develop personalized strategies aligned with their long-term goals.
Dan serves as a Wealth Advisor for Midland Wealth Management, working with individuals, families, and nonprofit organizations to provide integrated guidance across investment management, financial planning, and overall wealth strategy.
With over 20 years of experience in wealth management and portfolio oversight, Dan takes a consultative, relationship-driven approach centered on understanding each client’s priorities. His background in portfolio management allows him to translate market and economic trends into clear, actionable insights that support informed decision-making.
Dan focuses on helping clients navigate key financial considerations such as retirement planning, tax efficiency, and legacy planning, developing strategies tailored to their unique goals. He is committed to building long-term relationships and supporting clients through all stages of their financial journey.
Our team of dedicated professionals are here to support you.
