Dan is a Financial Advisor and Senior Qualified Plan Consultant with Baird. Dan specializes in defined contribution retirement plans and high net worth clientele. His expertise is in plan management, portfolio management, defining plan costs, plan design, employee education, DOL initiatives, and fiduciary liability topics. He is instrumental in providing on-site, one- on-one financial planning to plan employees, executives and wealth management clientele.
Dan enjoys spending time with his wife Lauren, daughter, Daphne and son, Ren. He also serves as a board member for the March of Dimes and is a member of the National Association of Plan Advisors and the Retirement Advisor Council. In his spare time, Dan enjoys family vacations, charting stocks, and attending live sporting events.