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.
