About Dan

Commissioning Day, United States Navy

My Story

I’ve spent more than a decade, in one capacity or another, serving my country. I’ve been fortunate enough to receive some of the best training in the world from a variety of schools, programs, and experts over the years. I’ve also used this training in the real world, and I learned how to implement these skills and tactics since making the crossover to the private sector.

My LinkedIn profile shares most of my background and can be found by clicking here

I started my first business in 1998 and since then I’ve created helped build several successful companies. I have encountered both success and failure, but each time I learned a valuable lesson, helping me develop a mindset to persevere. It’s accurate to say I been through situations that I never could have imagined but each experience has helped shape and guide my philosophies on family, business, and the things which are most important. While I cannot disclose the details of many of the clients we have served, or the specific work we have done, references are available upon request.

Next Steps…

My 30+ years of business experience have ranged from the Fortune 500 corporate world, to a startup which grew to over $30M in revenues with very healthy profits. This translates into valuable first-hand knowledge which I can use to help you achieve your own goals. For a confidential discussion, feel free to reach out and email us. Most family office operations rely solely upon the counsel of lawyers who typically have one way of doing things; the same old way they’ve done it for years. I believe good lawyers, accountants and specialists can provide a wealth of knowledge, and I rely heavy upon these experts for things like proper structure and protection. That being said, we like to take a holistic approach to every situation and offer a fresh perspective. If this sounds like something your team would benefit from, let us know.