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Dan serves as Senior Portfolio Manager for Midland Wealth Management and Midland Trust Company. He manages individual trust accounts, investment portfolios, non-profits, and 401(k) plans while providing clients with valuable guidance and expertise. What sets Dan apart is his consultative approach, which enables a thorough understanding and responsive handling of each client's unique needs. As a member of the Investment Strategy Committee, he closely monitors economic and market trends.

Education

  • Bachelor of Science in Finance from Illinois State University

Advanced Training

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Mutual Fund Counselor (CMFC®)

Interests

Beyond his professional achievements, Dan is an active community member and a former board member for Severson Dells Nature Center.

Other Team Members

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