CFP®, Financial Advisor
Dan joined Old Peak in 2019. He is a CERTIFIED FINANCIAL PLANNER™ and has been working in the financial planning profession for 7 years. Dan has a bachelor’s degree in business and minor in applied economics from Virginia Tech. Prior to joining Old Peak, Dan worked as a financial planner at a large firm in Oklahoma & Texas advising affluent families through the difficulties of wealth transfer and retention. Dan has a personal interest in working with the veterinary medical community as his wife, Kelsey, is a practicing veterinarian in Cary, NC. He is an active member of NAPFA & the NC Veterinary Medical Association - Industry Council. He and his wife, along with their dog, Laney, live in Raleigh, NC.