Dan provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, he spent more than six years at TIAA in wealth management, working with high-net-worth families to help them identify, prioritize and achieve their unique financial goals and recognize and neutralize potential challenges to accomplishing those goals. Prior to TIAA, Dan worked at Mass Mutual as a financial advisor. He has a bachelor’s degree in business & finance from The University of Washington.