Dan’s longtime love for the financial industry drives his commitment to it. With the resources of Alex. Brown ‐ Raymond James behind him, Dan wants to make planning for your future as easy and stress free as possible. As his client, you can count on him to strive for excellence in helping you make smart long-term financial decisions.

Dan takes a holistic approach to wealth management that includes institutional equity, fixed income research, trading and portfolio management. Ever honest and grateful, he wants to help you preserve your wealth so you don’t have to make your money more than once.

Before his time at Alex. Brown ‐ Raymond James, Dan gained valuable experience in the financial industry as an equity trader at Southwest Securities.  He became a Partner of the Galbraith Financial Group at A.G. Edwards & Sons, Inc. and continued on with the team at Deutsche Bank as a Vice President.

Originally from Fort Worth, Dan now lives in Dallas with his wife, Jennifer. They have three children, Jillian, Daniel and Gable. He attended Southern Methodist University and graduated with a bachelor’s in social science with a concentration in economics. Dan is passionate about serving at Cornerstone Crossroads Academy where he is a past president of the school board.