Why work with Dan?

As a graduate of Spring Hill College, Dan started his career with Northwestern Mutual as a financial representative intern. Upon graduation, Dan accepted a full-time contract and has been successfully serving clients across the United States. He prides himself on building his firm on the values of integrity, trust, simplicity, and quality. Dan thrives on working with medical professionals, business professionals, and those who are nearing or in retirement.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving financial security is greatly increased.

As your financial partner, Dan and his team have the expertise to help you discover your core values and design a plan to help you achieve your goals. To develop your plan, they will take the time to learn what's important to you. Where have you been? Where are you now? And where do you hope to go? In this way, they put you—not your wealth—at the center of the process.

Education

  • Bachelor of Science in Accounting
  • Minor in Finance

Licenses

  • Series 6 & 63 - Mutual Funds, Variable Annuities
  • Series 7
  • Life, Health, and Accident License

Dan kick-started his career by achieving the following during his internship & first year in the business.

  • Power of 10: The Power of 10 Award recognizes financial representative interns who have obtained a specific level of success in building their businesses and developing their client base. Historically, Power of 10 Award winners is in the top fifteen percent of the internship program across the country.
  • Pacesetter 1st 40: Nationally only 11% of new financial representatives qualify for this award as this award represents one of the highest measures of consistency within Northwestern Mutual.
  • Pacesetter 2nd 60: Nationally less than 2% of new advisors qualify for this award.

More recently, Dan has received the following recognition

  • New Client leader: Dan has consistently been a leader in the growth of impact throughout our Louisiana and Mississippi firm
  • Top monthly producer in the local district
  • MDRT®: MDRT® is a global, independent association that is recognized internationally as the standard of excellence in the life insurance and financial services business.  As a premier association of financial professionals, MDRT® serves their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity. 
  • Pathfinder: The most prestigious, highest level Northwestern Mutual award awarded to advisors providing comprehensive financial planning
  • Fiduciary: CERTIFIED FINANCIAL PLANNER™ Professional designation, backed by the New Orleans Compliance and Supervision Team
  • High client retention ratio 

Accreditations 

  • CERTIFIED FINANCIAL PLANNER™ Professional: certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management, and insurance and risk management.
  • CHARTERED FINANCIAL CONSULTANT (CHFC®): the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC® on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
  • RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®): RICP® stands for Retirement Income Certified Professional and indicates someone is qualified to assist with planning and executing retirement strategies.

Get to know Dan Personally

Growing up, Dan’s family instilled the power of work ethic and the value of hard work. Having a passion for finances, Dan joined Northwestern Mutual as an intern and quickly realized he was with an organization that puts their clients first. Dan is proud to be part of a 160-year old+ company that continues to exceed its potential and continually creates a new standard.

As a lifelong resident of Lake Charles, Dan is very active in his community. He enjoys playing basketball and tennis. Dan played tennis at Spring Hill College and is a member of the Lake Charles Racquet Club.

Dan and his wife, Sarah, enjoy spending time together with family and friends. Recently, they welcomed their firstborn Norah. 

Associations and Memberships

Dan is involved in multiple associations, including the following:

  • Junior Achievement of SWLA-Volunteer Classroom Instructor
  • Our Lady Queen of Heaven-Parishioner
  • Lake Charles Racquet Club-Member
  • New Life Counseling
  • McNeese State University
  • HiHoops Volunteer Basketball Coach
family