- BA, Accounting Xavier University
As an associate wealth advisor at HCM Wealth Advisors, Dan works with our investment research department to implement and execute various investment strategies for our clients. Dan has 9 years of industry experience with a focus on portfolio management and financial planning.
Since welcoming baby Kennedy to their family in March 2022, Dan and his wife Kelsey no longer have free time. But when they find some, they enjoy hiking with their two dogs, Hider and Tango. During the summer months, Dan likes to watch the Reds and hopes to get in some fishing or golf.
“Believe in yourselves. Dream. Try. Do Good.”-Mr. Feeny from the TV Show “Boy Meets World”-