As a partner and Senior Vice President, Dan’s primary role for the last 12 years has been the design of custom wealth management strategies for our high net worth clientele. He specializes in providing comprehensive wealth management. He continually strives to balance risk amidst changing market conditions while providing custom strategies for each client. Dan holds the Certified Financial PlannerTM (CFP®) accreditation from the Certified Financial Planner Board of Standards, as well as Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law Examination, Series 66 Uniform Combined State Law Examination, NFA Series 31 Managed Futures, and California Life Insurance Licenses. Dan is the Chairman of First Foundation Bank Advisory Committee and a member of the Desert Estate Planning Council. Dan graduated from the University of North Florida with a BA in business management where he was a four-year collegiate soccer player and letterman.