Introduction
Dan joined Circle Financial Planning in February 2020 as Client Service Team Leader. Dan brings 12 years of financial services experience to our team. As a life-long resident of Central Indiana, Dan graduated from Ball State University with an Actuarial Science degree and a minor in Risk Management and Insurance. Dan lives in the Fishers area with his wife Jane and three children. He is actively involved in the local, live music scene in Indianapolis and performs regularly with his band. Dan also enjoys playing board games with his family, cooking, and cheering on the Indianapolis Colts, Indiana Pacers and Indy 11 soccer team.
History
Dan started his financial services career as a Customer Service Representative with American Funds, where he quickly advanced to a Senior CSR and Workflow Management Specialist. His drive for helping clients reach their financial goals began here. Later, as a Financial Advisor, Dan acquired his Series 7 & 66 licenses while continuing to meet with clients and helping them prepare for retirement.
Combining his desire to help clients and his experience and industry knowledge, Dan started working with BMO Harris Financial Advisors as a licensed Investment Associate. He excelled, acquired his Series 24, and was soon promoted to Regional Administrative Manager covering territories in Indiana, Kansas, Missouri, Arizona, and Florida.
Circle is excited to have Dan’s good humor and experience on our team.
