With more than two decades in the financial planning business, Dan provides personalized retirement income strategies rather than the one-size-fits-all investment programs. Dan’s dedication to serving clients is also evident in his certification as a CERTIFIED FINANCIAL PLANNER(TM) professional. In 1999, Dan began his career at American Express as a financial advisor for two years before moving to the Principal Financial Group where he worked as an internal wholesaler for four years. In 2005, Dan joined Wells Fargo Investments, then Wells Fargo Advisors, prior to joining Raymond James in 2015.An Iowa native, Dan earned a B.A. in economics and business administration at Drake University in Des Moines, Iowa. Today he lives in Urbandale. For fun and relaxation, Dan enjoys spending time with his two adult children, a little golf here and there, and watching baseball games.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.Raymond James & Associates, Inc., Member New YorkStock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements