BACKGROUND & EXPERTISE
Dan joined Pillar Financial Group in 2024. Over the past decade, he has served as an advisor to high-net-worth individuals, helping them effectively grow, enjoy, and transition their wealth.
PROFESSIONAL APPROACH
Dan specializes in wealth management and retirement planning, concentrating on clients who are either in or approaching retirement. He follows a customized and educational planning approach to aid clients in maximizing their retirement strategies. Dan's mission is to help clients develop more confidence, enabling them to pursue their passions.
PERSONAL FULFILLMENT
Dan grew up near Portland, Oregon where he currently resides with his wife, Erica. Together, they enjoy working on home improvement projects and traveling the world in pursuit of new culinary experiences. On weekends, you can find Dan in the garden, hiking, kayaking, fishing, or spending time with his family.
EDUCATION & CREDENTIALS
Northwest Nazarene University - B.A., Business Administration
OR State Life & Health License
Series 7, 65, 6, 63