Dan has been involved in the financial services industry since 2016. He worked at D3 Financial Counselors from 2017 until it joined with Savant in 2018. Before transitioning to his current role, Dan was a financial planner for Savant, where he worked closely with the Advisory Team to prepare financial plans and develop tax strategies for clients. Prior to joining D3, he worked for a nationwide insurance and financial services company as a wealth management intern where he focused on portfolio management trading. Dan earned a bachelor’s degree in finance with an emphasis on financial planning from Illinois State University, where he participated in the College of Business Educational Inves