Dan started his career in the financial services industry in 1993 after graduating from the University of Florida with a degree in Economics. For years, Dan had a vision to establish a wealth management practice where he could create a culture of collaboration and community. Dan made this vision a reality by founding Jacksonville Wealth Management and the Jacksonville Wealth Management Center. Dan views his clients as an extension of his family and brings a passion for his clients, their plans, and the management of their portfolios. Dan enjoys spending time with Kelly and their three children. Together they enjoy travel, outdoor and athletic activities, and spending time together at home