Dan leads you through a thoughtful and consultative three-step approach known as Design, Build, Protect. He will review all aspects of your financial world to uncover the knowns and unknowns.Together you will design a personalized, 360-degree Life Map, based solely on your needs and objectives.Once your objectives have been set, Dan will build an evidence-based portfolio that is engineered to maximize the statistical probability of reaching your objectives. The portfolio will incorporate decades of Nobel Prize winning economic research from internationally known financial academics including Dr. Harry Markowitz, Dr. Eugene Fama, Dr. Myron Scholes and Dr. Merton Miller. The benefit to you is a sense of confidence that your money is working to achieve your goals in the most efficient way possible.As your Personal CFO Dan will work alongside you to protect what you have built, while continuously measuring progress towards your goals. This is accomplished through regularly scheduled meetings and the careful stewardship of your portfolio.Dan has a passion for learning and providing his clients with ongoing education and guidance. When he is not serving his clients, Dan is enjoying country life in Bulverde with his wife Stephanie and their six children Melody, Paul, Ruth, David, Jonathan and Edith.