CFP®, JD*, MBA, Founding Partner
Dan spent 19 years in banking, primarily in a management role. He then brought his financial experience and education to his comprehensive financial planning practice in 1994.
As an Attorney, MBA, and CERTIFIED FINANCIAL PLANNER™ professional, Dan provides a cross-disciplinary approach to a wide range of financial issues focusing on the unique issues of physicians, attorneys , and closely held businesses.
These include, estate planning, charitable gift planning, business succession planning, retirement planning, portfolio management and asset protection issues.
*Licensed but not practicing law. Legal services are not offered through, or supervised by Lincoln Investment, Capital Analysts, or Beacon Financial Advisory.