What our clients say...
"It's often said, if you want something done, hire a busy person. Some people are just doers, those that get things done by goal setting, and overcoming the negatives. That's Dan!"
Timothy McCormick
Brand Partner at Nerium International
"A high energy and articulate professional, Dan constantly strives for more knowledge. He is highly effective as a manager and his knowledge base produces incredible results for his clients. I would highly recommend Dan for any firm and for any client."
Pete Kostur
Executive Director - Regulatory Risk Programs and Governance at Wells Fargo
"Dan is the most knowledgeable finance professional I know. He’s provided valuable resources, expert advice, and unwavering support that helped grow my business from day one. Dan is detail-oriented, reliable, and dedicated to helping clients achieve their goals. I highly recommend him."
Jeff Hereford
Entrepreneur
What our clients say...
"It's often said, if you want something done, hire a busy person. Some people are just doers, those that get things done by goal setting, and overcoming the negatives. That's Dan!"
Timothy McCormick
Brand Partner at Nerium International
"A high energy and articulate professional, Dan constantly strives for more knowledge. He is highly effective as a manager and his knowledge base produces incredible results for his clients. I would highly recommend Dan for any firm and for any client."
Pete Kostur
Executive Director - Regulatory Risk Programs and Governance at Wells Fargo
"I have had the opportunity of working with Dan for a few years. He is by far the most knowledgeable person I know in the field of finance. Any question I have can be answered by Dan and usually off the top of his head. Dan has provided me with a tremendous amount of resources and expertise. He pays attention to details and will accomplish anything he puts his mind to. Dan has assisted my in growing my business from day one and I would recommend Dan to anyone. He is a business oriented professional who is there to help someone out. He has provided clients with excellent service and he is someone that can always be counted on. Dan will always be there to service his clients and help them achieve their goals."
Jeff Hereford
Entrepreneur
