Helping You Make Your Money Matter
Dan believes your money should do more than grow, it should support the life you’re called tolive and the legacy you want to leave.
With three decades of experience in the financial industry, Dan helps individuals, families, and business owners navigate the complexities of wealth with wisdom, intentionality, and purpose. His approach goes beyond investments and numbers. He takes the time to understand what matters most to you—your family, your goals, your values, and your vision for the future.
A graduate of the University of South Carolina with a Bachelor’s degree in Business, Dan brings extensive financial experience together with a genuine passion for serving others. He believes the strongest financial strategies are built on trust, thoughtful planning, and a clear understanding of what you want your money to accomplish.
Faith. Wisdom. Purpose
As a Faith-Driven Investor, Dan is passionate about helping fellow believers think differently about wealth and stewardship. He believes wealth is a resource to be managed wisely, enjoyed responsibly, shared generously, and used intentionally for Kingdom impact.
Whether you are building wealth, preparing for the future, navigating a major financial decision, or thinking about the legacy you will leave behind, Dan provides practical financial guidance grounded in a perspective that considers the whole picture.
His goal is simple: to help you build a financial foundation that brings clarity, confidence, peace, and purpose, so you can make informed decisions today and pursue the future God has placed on your heart.
Beyond the Numbers
Dan has been married to his wife, Lara, for more than 30 years. They are proud parents of their daughter, Abigail, and son-in-law, Jeb.
Dan and Lara enjoy traveling, spending time with family, exploring new culinary experiences, and serving in their church community. Outside of work, Dan is an avid golfer, enjoys home improvement projects, and loves experimenting with new recipes in the kitchen.
Education & Credentials
- University of South Carolina — Bachelor’s Degree in Business
- Faith-Driven Investor
- Dave Ramsey Financial Coach | Master Training
