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Our Wealth Management Advisors

Managing Director

As managing director, Dan forges new paths and grows NFP in Michigan. Dan is integral in bringing acquisitions that share NFP’s core values and guiding seamless team integration.

Prior to NFP, Dan was appointed CEO of Cambridge Consulting Group in 2014. He has over 30 years of industry experience. Dan has a passion for impacting lives and promotes professional focus and client education. Dan oversees Wealth Management, where he focuses on innovative estate planning, as well as developing plans for preserving and managing wealth and executive benefits programs.

For several years, Dan has been selected by dBusiness and HOUR Magazine as a Five-Star Wealth Manager in Estate Planning, an honor fewer than 7% of financial professionals in Detroit receive. Dan believes in listening and accessibility, whether at the firm or serving clients.

He is a strong supporter of Detroit and involved with several civic and business associations. He is also active with the Children’s Foundation, Children’s Hospital of Michigan Foundation, Henry Ford Health System’s Cancer Institute Task Force, Detroit Country Day School Foundation, Walsh College Foundation, Make-A-Wish Foundation, and the Boys and Girls Clubs of Oakland & Macomb Counties. Dan resides in Bloomfield Hills with his wife and three children.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures