About Dan
Dan provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops, curates, and delivers training and resources for advisors across Focus Partners Wealth.
In addition to his contributions to Focus Partners Wealth and our clients, Dan currently serves as a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing various certifications. Prior to joining Focus Partners Wealth, Dan founded Principles Financial Consulting, LLC, and was the Director of Training and Development at Cerity Partners, where he helped manage the firm's internal training program and established consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning; developed online training, CE webinars, and educational materials for financial professionals for Kaplan Professional; and worked as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners, and executives nationwide.
Dan is a former NCAA lacrosse player and referee, having officiated numerous state and college championships across the country. Currently, Dan is an Olympic weightlifter in his free time and an avid traveler. He has visited over 25 countries and 100 cities across five continents.
Education and Professional Milestones
-University of Minnesota Duluth - Bachelor’s degree in finance
-College for Financial Planning – MS in financial planning
-Warwick Business School – MBA
Dan provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops, curates, and delivers training and resources for advisors across Focus Partners Wealth.
In addition to his contributions to Focus Partners Wealth and our clients, Dan currently serves as a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing various certifications. Prior to joining Focus Partners Wealth, Dan founded Principles Financial Consulting, LLC, and was the Director of Training and Development at Cerity Partners, where he helped manage the firm's internal training program and established consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning; developed online training, CE webinars, and educational materials for financial professionals for Kaplan Professional; and worked as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners, and executives nationwide.
Dan is a former NCAA lacrosse player and referee, having officiated numerous state and college championships across the country. Currently, Dan is an Olympic weightlifter in his free time and an avid traveler. He has visited over 25 countries and 100 cities across five continents.
Education and Professional Milestones
-University of Minnesota Duluth - Bachelor’s degree in finance
-College for Financial Planning – MS in financial planning
-Warwick Business School – MBA