Dan is a Vice President and is responsible for client performance reporting and client service, reporting to the Milwaukee team’s larger client relationships. Prior to joining the team, Dan was a Record Keeping Manager for US Bank, where he managed a team of accountants.
Dan provides a broad range of expertise to clients and the team – processing data, providing performance information, auditing reports, and problem-solving. Dan is a graduate of UW-Milwaukee with a degree in Accounting.
Outside of work, Dan and his wife have raised three children and can be found enjoying hiking and biking on the weekends.