CFP®, CFA®
Senior Investment Strategist / Client Advisor
My favorite part of working at Savant is the collaborative nature our team shares across departments. While we may be spread out over geography or specializations, the way we come together as a team to get the job done is very special.
Dan is a senior investment strategist and client advisor in Savant’s Chicago Loop office. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst® (CFA®).
Dan has been involved in the financial services industry since 2016. He worked at D3 Financial Counselors from 2017 until it joined with Savant in 2018. Since joining Savant’s Investment Research team in 2019, Dan has become a resident subject matter specialist on alternative investments and tax-advantaged investment solutions. He works closely with Savant’s financial advisors to help curate bespoke investment solutions for clients across the Midwest.
Dan is a member of the CFA Society Chicago. He earned a bachelor’s degree in finance with an emphasis on financial planning from Illinois State University, where he participated in the College of Business Educational Investment Fund.
Outside of work, Dan enjoys playing basketball, watching Chicago’s sports teams, and exploring the city’s restaurant scene. He is an avid skier and enjoys vacations on the slopes in Colorado and Utah.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.