Dan is an honors graduate of Grand Valley State University. He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining NPF in 2012, Dan held positions with Mercantile Bank of Michigan, EquaTerra (now part of KPMG), and RDV Corporation.
Dan is a portfolio manager and a member of the firm’s investment committee, and he helps manage the equity research and stock selection for the NPF Blue Chip Income Strategy.
Dan serves as the President of Catholic Charities Young Professionals, a community service organization.