As the Director of our Wealth Planning Team, Dan has dedicated his expertise to helping our clients protect and grow their hard-earned assets. Through his high-level of education, industry experience and licensing processes, Dan has attained substantial knowledge in the financial structures that provide lasting support for sound decision making. Prior to joining the team at MacLean Financial Group, Dan spent three years with Citigroup, where he worked closely with local businesses and investment partners, receiving special recognition for his unrivaled dedication to clients. In his role at MacLean Financial Group, Dan assists business owners, families and individuals in planning their financial future. He prepares in-depth scenario analysis for college planning, retirement strategies and the transfer of multi-generational wealth.
Dan is a founder of Autism Matters, a non-profit organization helping families of children with Autism in Northern Nevada. Autism Matters has been instrumental in helping children with Autism Spectrum Disorders become functional members of society, and Dan remains very active and committed to this most worthwhile cause. Outside of the office, he enjoys spending time with his kids and hiking, biking, kayaking, snowboarding and more.
Education & Affiliations:
B.S. in Finance from the University of Nevada, Reno
MBA from Regis University
FINRA Series 6, 63, 65 & 66