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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