Dan believes integrity and trust are the hallmarks of any client relationship. He puts the needs of the client first and foremost. Understanding client goals, setting a plan to achieve those goals and working side by side with clients along the way is essential. Ultimately, client success determines the team’s success.
Dan joined the North Shore office after spending the first part of his Baird career in the Finance Department as Assistant Controller for Private Wealth Management. The relationships and familiarity he built with the many resources at Baird's headquarters allow him to better leverage that knowledge for clients.
Drawing from over two decades of professional experience, Dan brings a wide range of valuable experience and knowledge to client relationships. Prior to becoming a Financial Advisor, he served as an accountant at Baird and Arthur Andersen. As an advisor, he harnesses his background and financial expertise to provide comprehensive planning and risk management solutions to clients.
Dan earned his bachelor's degree in Accounting from the University of Notre Dame and serves on the Board of Directors for both the Notre Dame Club of Milwaukee and Ozaukee Family Services, having served as President of both. A resident of Milwaukee, Dan enjoys golfing, reading and giving back to the community in his free time, as well as, spending time with family and friends. He is an avid sports enthusiast and a lifelong Packers, Brewers and Bucks fan.