Dan also holds the CEPA designation that assists him in working with business owners in their pursuit of maximizing value and transitioning from their firm. He also saw a need for better ‘counsel’ when it came to helping with College planning so he pursued and receive the College Funding and Student Loan Advisor designation. In seeing that an important potential problem in providing a more ‘peace of mind’ financial plan was to better understand the complexities and needs when it came to preparing for the potential for a long-term care event. The CLTC designation has helped to provide knowledge to clients in this potentially difficult area.
In Dan’s free time, he enjoys serving at His Church and growing in His understanding of the Bible. Along these lines, he ‘paused’ his financial career in 2004-2008 to volunteer in Christian ministry and obtain a Biblical Studies degree. He also enjoys following Chicago Sports even when the teams don’t produce as hoped.
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