Dan is a passionate and dedicated servant leader. He served in the United States Navy for five years as an Aircrew Rescue Swimmer, flying in H-60 helicopters. The Rescue Swimmer Motto is “So Others May Live”. Dan takes this motto with him as he serves his clients and helps them better understand their unique financial picture so that, together, they can craft a retirement plan that is customized to meet their goals in retirement.

After his military service, Dan completed his bachelor’s degree in organizational leadership at Chapman University in Southern California and later moved to Colorado to pursue and complete his master’s degree in business administration. Dan’s career as a financial advisor began with a foundation at New York Life and then Fidelity Investments. After honing his planning skills, Dan partnered with MDRN Capital, where he continues to help others realize their goals and dreams in retirement.

In his free time, Dan enjoys all that the mountains Colorado offers. You might find him out camping or hiking with family and friends or out fishing on the lake. He also enjoys snowboarding during the winter and gold prospecting during the summer.