Dan is senior partner and wealth management advisor at Willis & Machnik Financial Services, where he leads investment portfolio development and offers comprehensive financial planning, with specialties in business consulting and employer-sponsored retirement plans.
Dan has more than 20 years of industry experience and is a trusted voice among thought leaders, serving as a member of the Avantax Advisor Council.
Dan holds a degree in business from Western Michigan University. He is also a CERTIFIED FINANCIAL PLANNERTM professional and Certified Income Specialist.