Daniel always knew working directly with people was going to be the focus of his career. For the last 30 years, he’s helped clients realize their financial goals by designing financial strategies that encompass tax-efficient investing, estate planning and risk management.
Dan focuses on building relationships and is committed to his clients from day one. He understands those life-long relationships aren’t made in one phone call—they take time and careful nurturing. That’s why he isn’t surprised when after five, seven or 10 years of relationship building, individuals come to see the significant value he can bring them when it comes to helping them map out their financial futures. Even out-of-town clients can be surprised when Dan checks in with them so often, but he wants them to be confident in his dedication to them. To him, it’s a simple way of showing he’ll always be there.
Reliable and outgoing, Dan is proud of what he’s accomplished during his 20+ years as a partner at Tax Favored Benefits. He spends his day helping institutions, business owners, families and professionals plan for the future, helping them work toward financial independence so they can retire with confidence or pass along wealth to their loved ones. His knowledge and experience in investment management, tax planning and financial planning makes him an invaluable resource to his clients.
He is a graduate of the University of Kansas and a recipient of the Chartered Financial Consultant designation and the Chartered Life Underwriter designation from the American College. He is also an investment advisor representative with Ameritas Investment Company, LLC, holding his securities 7, 63, and 65 registrations.
When he’s not in the office, Dan enjoys spending time with his family, including his wife, Kara, daughters Kendall and Quincy, and his son Drew. When his kids were younger, Dan coached many of their teams, especially soccer. Now you can find him playing golf, traveling with his wife or watching KU basketball and the Kansas City Chiefs.