began his career in the wealth management industry in 2014, gaining valuable experience through various roles in operations before becoming a financial advisor in 2021 and subsequently accepting a partnership position with Dow & Associates in 2022. In 2025 Dan became a branch manager with Ameriprise Financial where he now manages or conducts oversight on over 2 billion dollars in client assets. In practice, Dan specializes in providing comprehensive financial planning and advice to dentists, medical doctors, and other high-income professionals. Through the financial planning process Dan advises on a wide range of topics including student loan management, major purchases, investment strategy, retirement plan selection, insurance coverages, tax planning, asset protection, and multi-generational wealth transfer. Driven by a passion for financial literacy and helping clients navigate complex decisions, Dan empowers professionals and business owners to make smarter financial decisions so they can live life more on their own terms, view their futures with greater certainty and have larger impacts on the people and causes they care about.
