Dan brings a client-first approach and deep technical expertise to his role at Wealthquest. He joined the firm in 2011 as our first Director of Tax Planning and was instrumental in expanding our in-house tax services. His leadership helped shape the integrated, proactive, and customized planning that define Wealthquest’s comprehensive service model.

As his passion for working directly with families grew, Dan transitioned from his tax director role into a Wealth Advisor.  This shift allows him to engage more deeply with clients—not just through tax planning, but across the full spectrum of their financial lives. He also serves in a broader leadership role as Vice President, where he is active in guiding our corporate culture and staff.

Dan earned his degree in Accounting from Miami University in 2005, graduating with Magna Cum Laude honors, then became a Certified Public Accountant (CPA) in 2010 and earned his Certified Financial Planner (CFP®) designation in 2016. Prior to joining Wealthquest, he served as a tax manager at PricewaterhouseCoopers in Cincinnati, specializing in individual income tax and payroll compliance for expatriates.

Dan lives in his hometown of Madeira with his wife and their four children. He serves on the leadership team & children’s ministry team at his local church and serves on the board of Back2Back Ministries. Outside of work he enjoys reading, running, and spending time with his family on the varied hobbies that interest each of them.

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