Dan graduated from The University of Texas at Arlington with a Bachelor’s in Finance. He started in the financial service industry in 2009 during the Global Financial Crisis having worked with UBS and Fidelity. In 2013, Dan started his financial planning business with a focus on servicing the families and businesses in his community. He brought his business and investment experience to TCG Advisors which allows him to join a fiduciary advisor model and to also have the ability to adjust client portfolios more quickly to better serve his clients.
Dan is married to his wife Shonnah and is a proud father of their 2-year-old son Hollis. In Dan’s spare time, he enjoys playing soccer in the backyard with Hollis, reading, playing golf, boating, and making dinner with Shonnah.