Dan has more than 25 years of experience in the banking and financial services industry. As an integral member of the Wealth Dimensions team, Dan works with business owners, business executives, physicians, and dentists to guide them in meeting their financial and life goals.
Prior to joining Wealth Dimensions, Dan was a senior vice president and director of the Private Bank at Fifth Third Bank, where he managed a team of more than a dozen wealth advisors covering Cincinnati, Dayton, and Northern Kentucky. In this role, Dan and his team worked with a variety of high-net-worth clients on investment strategies and solutions to meet their planning and investment objectives. Previously, Dan served as a commercial sales manager for health care, equipment finance, and government and institutional banking.
Dan received his BS degree from the University of Cincinnati and his MBA from Xavier University. He earned his Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations.
Outside of work, Dan is an active member of the Greater Cincinnati community, serving on many committees and boards and in not-for-profit organizations, including the Cincinnati Parks Foundation, Elder High School, United Way, the American Heart Association, and the Patty Brisben Foundation.
Dan is a Cincinnati native and resides in Columbia Tusculum with his wife, Isla, and three children.