Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation.
Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington University in Ellensburg, Washington, but he spent most of his college career at University of Washington. He’s a Husky! Before joining the firm, Dan worked with the IRS and accounting firms Geffen Mesher, Perkins & Company and Deloitte & Touche.
Dan and his wife, Nancy, have twin boys, Brandon and Kyle. Dan enjoys flying as a private pilot, fishing, shooting and playing electric guitar.