Dan entered the financial services industry in 2016 with the goal of developing investment and insurance strategies for individuals, families, and business owners. Dan is passionate about utilizing financial planning to positively impact the lives of his clients.

Dan is an Investment Advisor Representative at B.A. Schrock Financial Group, an experienced financial services firm in Wadsworth, Ohio, dedicated to delivering comprehensive, personalized solutions for clients. With a passion for helping individuals and families achieve their financial goals, Dan provides tailored investment advisory, financial planning, and insurance strategies.

A Cleveland native and St. Ignatius graduate, Dan earned his bachelor’s degree in finance and accounting from Maryville College in Maryville, Tennessee, where he was also a member of the baseball team. He began his career as a Financial Consultant at Equitable before joining B.A. Schrock Financial Group in July 2020.

Dan is a CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Income Certified Professional (RICP®), and Chartered Financial Consultant® (ChFC®). He is a proud member of the Financial Planning Association® and has passed the Series 7, 63, and 66 exams. He also holds life and health insurance licenses.

Outside the office, Dan enjoys traveling, exercising, and fishing.