COMMUNITY & LEADERSHIP
- Volunteer at Ronald McDonald House and Freestore Foodbank
- Series 7, 63
- BA, Accounting Xavier University
As an Associate Advisor at HCM, Dan will work as an extension of our Wealth Advisors and the Investment Committee to deliver excellent service to our clients. Dan has been in the industry for 5 years focusing on investor behavior and goal-based financial planning.
Dan is a Cincinnati native, and in his free time enjoys hiking, camping, golf and recreational sports with friends.
“Believe in yourselves. Dream. Try. Do Good.” – Mr. Feeny from the TV Show “Boy Meets World”
“Tools of Titans” –Tim Ferriss, “Extreme Ownership” – Jocko Willink
“Hard-Boiled Wonderland and the End of the World” – Haruki Murakami
Eli’s BBQ, Eastern Avenue
El Toro Mexican Restaurant, Hyde Park