A native of Sacramento, Dan has more than 20 years of experience in the financial services industry, with specializations in retirement planning, investing, college saving, and income and estate tax planning.
Before joining Journey Advisory Group, Dan spent 3 years as an advisor and tax specialist at the Financial and Tax Planning Center in Roseville. Prior to that, Dan held positions with Wells Fargo Institutional Trust Company, Barclays Global Investors, and Investors Bank & Trust in various areas of financial operations and securities lending. He is a veteran of the U.S. Air Force with 3 years of service in Europe and Asia.
Dan holds a bachelor’s degree in business administration with a concentration in finance from California State University, Sacramento. He is a Certified Financial PlannerTM Practitioner, a CTEC Registered Tax Preparer, a Notary Public, and a member of the Financial Planning Association of Northern California (serving 5 years on the Board of Directors). When he’s not crunching numbers, he enjoys spending time with his wife Stephanie and their two children.