As a senior advisor to high-achieving families for over 17 years, Dan specializes in simplifying the complex. He has counseled families residing in the U.S. and overseas on a comprehensive range of sensitive and significant life events, such as: retirement and cash flow analysis, company purchases and sales, real estate acquisition/divestment, estate and legacy planning, as well as sophisticated charitable solutions. Dan’s team of 10 professionals has developed a unique financial planning process, paired with cutting-edge technology, which they use to drive value for the clients they serve. The team currently manages in excess of $1 Billion*, on behalf of their clients.In addition to serving as Managing Director of Cary Street Partners, Dan is also an investor in CSP’s parent company, Cary Street Partners Financial. Dan is a Trustee of the University of Virginia’s Physicians Group Investment Committee, a Trustee of the Mary Washington Hospital Foundation, and a Board Member for the Fairy Godmother Project. Dan graduated from the University of Mary Washington, where he studied Business and Accounting, while serving as President of his class. He remains very active with his alma mater where he is currently a Trustee of the UMW Foundation (and Investment Committee), a member of the UMW College of Business Executive Advisory Board, and a former two-term member of the Alumni Association Board of Directors. Dan has served as a Guest Lecturer for the University on topics including Business Ethics and Financial Services.*Across all channels