Senior Wealth Advisor

Dan is a Senior Wealth Advisor for Icon Wealth Partners whose clientele includes high-net-worth individuals and families. Dan began his career in financial services in 1981 with EF Hutton & Co. Prior to joining Icon in 2019, Dan served his clients as Senior Vice President and Wealth Advisor with Morgan Stanley where he helped his clients customize investment solutions and financial plans to meet their long-term goals. Dan is also a CERTIFIED FINANCIAL PLANNERTM. A native of Ohio, Dan earned a bachelor’s degree in Marketing and Business Analysis from Miami University in 1977. In 1989, Dan earned a Doctorate of Jurisprudence from South Texas College of Law. Dan resides in Houston with his wife, Jan, and their three dogs. Together they enjoy hosting friends at their country home in Brenham.