Financial Planner/Small Business Specialist Associate
Mobile phone: 704-526-8722
Dan joined Carolina Financial Partners & Associates, LLC in June of 2016.
He graduated from the University of South Carolina with a BSME. He spent over 11 years in the corporate world before joining a small manufacturer as national sales manager.
He discovered he enjoyed working in the small business arena so in 1988 he started his own recruiting firm.
He has extensive small business knowledge and brings his passion for "all things small business" along with 25 years of personal interest in investing and financial planning.
Dan will be focusing on providing financial planning services including retirement planning and estate planning for the small business community in Matthews and surrounding area.
Dan's hobbies are wood working, motorcylce touring, hiking and spending time with his family and grandchildren.
Dan and Carolina Financial Partners are active members of the Matthews Chamber of Commerce and the Union County Chamber of Commerce.