Financial Advisor
Realizing his passion for helping people, Dan transitioned from a career in sales to the financial industry. Since 2008, he has focused on developing authentic, lifelong relationships with his clients and brings a level of dedication to Security Financial Management that is second to none.
Dan’s clients always come first. He educates them about each step in the process and explains how the elements of investment, insurance, and retirement complement each other. He provides personalized solutions to protect families and prepare them for the future in the best way possible. His in-depth knowledge of the complexities of Medicare plan options is a unique asset to the firm, enhancing the comprehensive planning he provides to clients.
Dan graduated from East Tennessee State University with a BS in Business Administration, where he was also a letterman for the Buccaneer football team. An avid sports fan, Dan continues to stay involved in high school and college football as a promoter and registered athlete agent. His enthusiasm extends to educating athletes on how to create and maintain wealth throughout their lives.
Dan and his wife, Janet, are proud parents of Kayla, Kyle, and Connor.
