EDUCATION

Washington University - Master of Business Administration

Saint Louis University - Management (Cum Laude)

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PROFESSIONAL

Dan’s tenacity and expertise have driven his progressive advancement through diverse roles at Gatewood Wealth Solutions (GWS). His exemplary leadership, relentless commitment, and stellar performance culminated in his appointment to partnership in 2019.

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As Chief Operating Officer, Dan boosts the firm’s productivity, maintains high operational standards, and safeguards profitability while navigating risk management and compliance intricacies. Every initiative Dan undertakes aligns with his steadfast dedication to delivering exceptional client experience.

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Simultaneously, Dan continues to excel in his role as a Wealth Advisor, where he serves as a client relationship manager. He ensures clients receive excellent care, especially during crucial or complex life decisions.

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A lifelong learner, Dan is an active member of Vistage, a nationwide organization dedicated to developing leadership among top executives. His involvement further demonstrates Dan’s dedication to continuous professional enhancement and industry excellence.

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Dan holds his Series 7, 65, & 63 securities registrations with LPL Financial.

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PERSONAL

As a proud native of St. Louis, Dan is deeply committed to the revitalization of the St. Louis Metropolitan Area. He actively contributes to the community through his role on the board of the Child Advocacy Center of Northeast Missouri. Dan also volunteers his time at Loyola Academy of St. Louis, teaching financial literacy to youth each fall.

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At home, Dan cherishes his life with his wife, Lauren, a relationship that blossomed at GWS. They are proud parents of their son, Greyson, and their daughter, Hallie. They share their home with two lovable mini Goldendoodles, Zubie and Chewie. Outside of his professional commitments and family time, Dan also has a passion for the culinary arts, particularly mastering the art of smoking meats with his Yoder smoker.