Strategic Project Manager
Dan brings over 12 years of experience in the financial services industry to his role as a Strategic Project Manager. He has a unique perspective with a background in audit, data mining, financial analysis, investment/risk management, business development/relationship management and process improvement. Daily, his goal is to continuously increase efficiency, remove roadblocks to success and provide innovative solutions so that clients and partners have the best experience possible.
Dan graduated Summa Cum Laude from the University of Iowa in Finance, with an Emphasis in Accounting and Minors in Spanish and Economics. Prior to joining Carson Wealth, he held various financial analysis and investment management positions and most recently held the position of Director – Investments, Analytics, & Underwriting, where he led a team of Analysts and Associates through client diligence, trade underwriting and asset/portfolio management.
Dan’s family is the center of his world. He has been married to his wonderful wife, Lori, just over seven years and is the proud father of two rambunctious, yet sweet boys, Carter and Gavin. He enjoys coaching baseball for his son’s team, spending family time embarking on a new adventures, playing the role of the Hulk in his sons’ Avengers imaginary world, catching a good concert with his wife and trying to stay fit.
Getting to know Dan
Favorite quote: “Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that frightens us most.”
If Dan could meet anyone, past or present, it would be: Jesus
What motivates Dan: To live this mantra daily. “Success is the person who has lived well, laughed often and loved much, who has gained the respect of children, who leaves the world better than they found it, who has never lacked appreciation for the Earth’s beauty, who never fails to look for the best in others or give the best of themselves.”
Favorite holiday: Christmas – seeing his kids’ faces light up when the holiday approaches, the magic in the air and their anticipation that Santa Clause will be coming – nothing better!
Biggest accomplishment: Without a doubt, his wonderful family!