Dan is a Partner with a JD from Indiana University McKinney School of Law. With nearly a decade of experience in high net worth wealth management and advisory services, Dan has an expertise dealing with complex investment, estate and financial planning needs. Dan joined Walter & Keenan in 2021. He previously worked for RSM US Wealth Management in South Bend and Elkhart, Indiana where he served as a director in wealth management. As a 2017 recipient of the Michiana 40 Under 40 award, Dan continues to be an advocate for stewardship, growth and innovation in the South Bend-Elkhart Region. A South Bend native, he is passionate about connecting with business owners and volunteer organizati