The world of wealth management and investments can be extremely complicated and often overwhelming. For most, the decision to participate in this world is not an option, it is a necessity. The advisor you choose to help you navigate this financial journey is a decision which should not be taken lightly. Unfortunately, today’s title of “Financial Advisor” holds no guarantee of intellect, ability, or even ethical integrity. These are characteristics that can only be proven over time inside a relationship. I would be honored to have the opportunity to build this trusted advisor relationship with you.
Driven by passion for investments and helping others achieve financial success, Dan joined the team at Sapphire Blue Investment Partners in 2004. He believes that an independent financial advisor can do the best job of putting the client’s best interest first. In addition to his role as a financial advisor, Dan serves as senior portfolio strategist and annuity specialist for the firm.
Dan received his Bachelor’s degree in Mechanical Engineering from the University of Michigan in 1991. He joined General Motors and worked in Powertrain engineering for 13 years. After receiving his Master’s in Business Administration from the Univerity of Michigan – Flint in 1999, Dan began to pursue his current career as a trusted financial advisor and became registered in 2000. He holds his Series 7, 6, 63, and 66 securities registrations along with his Life Insurance and Variable Annuity Licenses.
Dan enjoys giving back to the community and is involved with several non-profit organizations. He is the Charter President of the Grand Blanc Optimist Club which dedicates itself to the development of our youth with hope and a positive vision.