"Our people make us great."
Dan is an Associate Advisor with Phillips & Company who has over 15 years of industry experience. He specializes in a needs-based consultative advisory process that includes portfolio analysis, determination of risk tolerance and investment suitability, and execution of comprehensive asset allocation strategies to suit clients’ personal and financial goals. Dan offers retirement and college planning services, with effective implementation through managed investment solutions.
Dan previously lived in Dusseldorf, Germany and has travelled extensively throughout most of Europe. He has spent time in Africa, where he climbed Mount Kilimanjaro and spent a summer teaching Mathematics and Physics in Monduli Town, an educational center for the surrounding regions in Tanzania.
Dan graduated from the International School of Dusseldorf with an International Baccalaureate degree, and attended the University of Colorado in Boulder, CO.
Dan holds FINRA™ licenses (Series 7, 63 & 66) registered for Phillips & Company.