Minimum new portfolio size $3 million or higher

Dan's mission as a Financial Advisor holding the Certified Private Wealth Advisor® (CPWA®) designation is to provide the highest quality Wealth Management with First Class personal service. He and his team strive to provide a boutique type experience specifically tailored to your individual risk tolerance, reward expectation and service requirements.

Our clients realize that wealth is not created overnight but rather through a disciplined, long-term process emphasizing risk control and solid investment management practices. Just as wealth is not created overnight, our advice and service are not one-time events. Ongoing monitoring and planning are critical to our clients' success. Our goal is to provide families with financial peace of mind backed by an exceptional level of service.

Dan came to Robert W. Baird & Co. in 1988 and over the past 30+ years, he has modeled his practice to embrace a consultative approach to Comprehensive Wealth Management, and is a Senior Investment Consultant. Utilizing financial planning as the cornerstone of his business, he specializes in high net worth individual investors, non-profit organizations and Corporate and Executive services.

Since beginning his career with Baird, Dan has closely guided high-net worth individuals, corporate executives and families through many market cycles. He will develop a thorough understanding of your unique situation and keep your best interest at the forefront of all decisions.

The CPWA® professional is armed with the knowledge and skills necessary to guide sophisticated clients through the life cycle of wealth: accumulation, preservation and distribution. The CPWA® certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth, according to your goals and objectives.

All CPWA® professionals must adhere to the IMCA Code of Professional Responsibility. Learn More>>

Through its education, standard setting, and advocacy programs, The CFP® Board sets the benchmark by which to measure the knowledge, integrity and professionalism of a financial planner. When you work with a CERTIFIED FINANCIAL PLANNERTM professional you benefit from. Learn More>>

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.