Dan is a Managing Director and shareholder of the firm serving affluent individuals and families in the firm’s Seattle office. He is committed to helping families build comprehensive and unbiased wealth management strategies that allow them to enjoy life beyond wealth.

Honored and humbled to be the first call his clients make when they face life’s biggest challenges and opportunities, Dan takes pride in being deeply involved in the lives of his clients and builds valuable and enduring relationships beyond the traditional transactional nature of financial advisory services.

Prior to Pathstone, Dan was a Managing Director, Shareholder, and Board Member at Cornerstone Advisors for over 22 years.

Dan obtained his undergraduate degree from the University of Washington and Master of Science in Finance from Seattle University.

Dan lives in Redmond, Washington with his wife Julie, daughters Kelsey and Celina, and dog Charlie. Dan is an avid runner and wine enthusiast. He loves traveling to new cities and exploring local food and culture .Most of all, he loves spending time with his family and friends, and especially loves watching his daughters play soccer.  Dan is also passionate about serving his community and is an active member of the Planned Giving Council at Overlake Hospital in Bellevue, Washington.