Vice-President|Financial Planner|Wealth Manager|Financial Advisor|Crypto & Blockchain Specialist

• Jan 2019 - Present

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. Show less

Vice President

• Jan 2019 - Present

Vice-President|Financial Planner|Wealth Manager|Financial Advisor

• Jan 2019 - Present

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. Show less

Coaching Director

• May 2012 - Feb 2022

Financial Advisor| Wealth Manager

• Oct 2015 - Nov 2018

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. 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.

Director of Olympic weightlifting

• Jan 2014 - Sep 2015

Director of Operations

• Jan 2013 - Nov 2013

Director of Operations

• 2012 - 2013