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Dan joined LJI in May of 2014 and is dually licensed as both a Registered Investment Advisor and a Mortgage Loan Originator. He has been in the financial services industry for over 30 years and brings a broad range of expertise to the LJI team and our clients. His experience consists of private banking, wealth management, mortgage & business loan origination, branch management, and multiline insurance sales.
Born and raised in Indianapolis, Dan graduated from the University of Indianapolis with a degree in Business Administration and minors in both Economics and Marketing. A lifetime Southside resident, Dan is the proud parent of his daughter, Shelby, his son, Garrett, and daughter-in-law, Sarah.
Dan’s personal interests include all sports and exercise at the Baxter YMCA, where he is an active member and oversees fundraising efforts for the Shannon Lucas Memorial Fund for Livestrong at the Baxter Y. Dan is also active at UIndy, participating as a board member of the Greyhound Club and chain gang crew during football season.