Dan provides consultation on numerous components of wealth management for high-net-worth families.
Before joining BKD Wealth Advisors, LLC in 2010, Dan was a wealth advisory analyst with the private wealth management group at a national financial services firm where he assisted affluent families on wealth transfer and business succession strategies. Dan also spent a year with the same firm as a banking analyst, providing sophisticated credit solutions for clients.
Dan is a Certified Public Accountant. He is a member of the Finance Committee of Central Indiana Land Trust and the Indiana CPA Society.
Dan is a 2007 graduate of Indiana University, Bloomington, with a B.S. degree in finance and accounting.