After Athena Financial Group merged with Arrowroot Family Office, Dan’s role expanded into not only traditional investments and financial planning but also cryptocurrency and leading the firm in helping clients understand how they work and how block chain will impact the economy. He has taken the lead in helping next generation leaders structure their financial plans to meet their current and future needs. He has been active in teaching education classes for the Federal Reserve’s financial literacy programs.

Joined as a financial planner in 2019, working with business owners, executives, and professionals to build out their financial plans with a special focus on investment planning. Dan was quickly promoted to Vice President; he was in charge of investment research and building out models for the firm. What Dan liked most about The Athena Financial Group is that it was a fiduciary planning firm, always keeping clients’ interests center to all decisions. In 2021, The Athena Financial Group merged with The Arrowroot Family Office. Dan stayed with the firm through the merger.

Was responsible for building and developing client relationships. Successfully completed Series 7 and 66 Licensing, the Edward Jones training program and secured over $10 Million in new assets for the firm.