A native Dallasite, Dan and his wife, Carol, have been married 31 years and have raised two daughters, Amie, residing in Brooklyn, New York, and Katie, residing in Dallas. With a heart for serving people, Dan began his Financial Services Practice 17 years ago with a focus on Long Term Care Insurance. He took Rookie of the Year honors in 1998 and was awarded the GAMA Top New Agent of the Year. Shortly thereafter he passed his Securities exams (Series 6 and 63) and in 2003 became a Registered Representative through Signator Investors, Inc. Since then he expanded his practice to offer Life Insurance, Annuities, and Mutual Funds as financial tools to help his clients care for their families and address their Retirement challenges. In 2009 Dan earned the Chartered Life Underwriter (CLU) designation. He is currently licensed in 6 states in addition to Texas.
As clients wade through the complexities of accumulating, protecting and distributing their hard-earned savings, Dan brings a wealth of experience and professionalism to the table. He combines a low-key approach with clarity and integrity, and he is committed to providing the best of service to his clients.
Dan holds a B.A. from Texas Tech University and a Th.M. from Dallas Theological Seminary. He has served his community as past Board President of the Dallas Crisis Pregnancy Center and Board Member of Cambridge Christian School of Dallas. He is a member of the National Association of Insurance and Financial Advisors.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.