5005 LBJ Freeway
Dallas, TX 75244
Dan is a Principal in the investment practice of Southern Wealth Management. He provides qualitative portfolio analysis through asset allocation construction, manager/fund due diligence, and performance monitoring. Additionally, Dan serves as a client relationship contact in handling day-to-day needs such as trading, transferring funds, and coordinating portfolio activities with tax and estate planning professionals. Prior to joining Southern Wealth Management, Dan was with Ernst & Young in their Private Client Service division. He has a Bachelor of Business Administration in Finance and Master of Business Administration from the University of Central Oklahoma. Dan is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Investment Management Analyst® professional.