Dan formerly served as an Assistant Vice President in the legal department at Envestnet Asset Management, a leading provider of integrated solutions to financial advisors and institutions. Prior to that, he served as a financial consultant for Thrivent Financial, a provider of financial planning and wealth management services.
While Dan enjoyed working as a financial consultant, he felt called to provide his clients with an even greater depth of counsel. This motivation led to his transition to the legal field. With a background that straddles the financial and legal realms, Dan is uniquely positioned to help clients navigate day-to-day needs as well as unforeseen challenges and opportunities.
In the Profession
Dan is a member of the American Bar Association’s Small Business Committee Task Force on Model Short Stock Purchase Agreement. He is also a regular speaker for the Small Business Administration concerning small businesses and start-ups. Dan provides educational workshops on estate planning and belongs to various committees in the American Bar Association, Illinois State Bar Association and the Chicago Bar Association.
In the Community
Dan enjoys working and raising his family in the Chicago area.
Dan is very involved in the community. He is a director of the charity, Side by Side, the Vice President of his church congregation, regularly volunteers with Habitat for Humanity (both locally and internationally), and has been involved with a mentor program aimed at high school youth on the Southside of Chicago.
Get to Know Dan
What do you do in your free time?
I enjoying building and working on physical aspects of construction. As a former carpenter, I enjoy doing projects at home and for friends.
What is your greatest personal accomplishment?
Completing law school and my MBA in three years. Both while working full time and having a family at home.
Which vacation spot would you recommend?
I recommend Montreal. It’s one of the most unique cities I have been to. It has old world charm with a modern feel and it combines the best of both worlds seamlessly.
Loyola University Chicago School of Law, J.D., 2014
Loyola University Chicago Quinlan School of Business, M.B.A., 2014
St. Xavier University, B.B.A., Finance