Dan works with a select group of clients, helping them create, preserve and transfer wealth. By establishing a thorough financial plan, he is able to design an investment strategy tailored to each person’s goals and risk tolerances. Dan has more than 25 years of experience in the financial services industry. He joined Claris Financial at the end of 2012 after spending 8 years with Wells Fargo Advisors (formerly Wachovia Securities). Dan lives in Midlothian, Virginia with his wife Monica and two boys Brendan and Colin. He enjoys coaching youth sports and holds leadership positions in the Boy Scouts and YMCA Y-Guides.