Dan enjoys being inspired by the incredible staff at BIP Wealth, who are consistently bringing their full energy to the table to support our clients. It’s an honor to be able to bring my experience and passion for technology to the table with the aim of serving our staff with platforms that make their jobs to support our clients easier, as well as serve our clients directly with platforms that make managing their financial picture clearer. Every day brings a new challenge and a new opportunity to serve.
Dan is a proud husband and Girl Dad who has a passion for technology, travel and sports. When Dan is not working on BIP Wealth’s technology platforms, you can often find him on a golf course or enjoying an evening on the Marietta Square with friends and family. Dan is a proud native son of Michigan and enjoys traveling back north to see family and friends, enjoy time on the lakes and take in a game at The Big House. Dan finds inspiration in the world around him, so when the energy tank is running low, you’ll often find Dan on an airplane or hopping in a car to explore somewhere new to recharge.
Dan currently lives near the Marietta Square with his wife, Kelley, and adorable little girl, Riley.