CFP®, CFA®
Senior Analyst, Investment Due Diligence
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, I think the way we come together as a team to get the job done for our clients is very special.
Dan is a senior investment analyst 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. Before transitioning to his current role, Dan was a financial planner for Savant, where he worked closely with the Advisory team to prepare financial plans and develop tax strategies for clients. Prior to joining D3, he worked for a nationwide insurance and financial services company as a wealth management intern where he focused on portfolio management trading.
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.