Portfolio Manager

Dan joined the Acropolis team in 2005 and is responsible for client relationship management as well as portfolio design and analysis.  He is a member of Acropolis’ Investment Committee and contributes to the overall investment strategy of the organization.  Prior to joining Acropolis, Dan was an Investment Consultant at Charles Schwab and a Financial Advisor at Prudential Securities.

He developed his service-oriented focus as a logistics officer in the U.S. Army and also as a logistics manager in manufacturing before beginning his career in financial services in 1998. Dan earned a B.S.B.A. in Marketing Logistics from the University of Missouri–Columbia.

Dan has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.

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