Dan has over 17 years of experience in the investment industry and has spent the last 12 in either a Research Analyst, Trader, Advisor, or Portfolio Manager role. Dan has worked at a variety of firms in the past including Broker Dealers, Registered Investment Advisors (RIAs), and Banks. In his current role, Dan is a Portfolio Manager at Inspire Trust and is responsible for research, trading, account reviews, and developing client account objectives.  It is important to Dan that clients have a clear understanding of their investments, and he enjoys meeting with them to provide education and guidance.

Dan has an undergraduate degree in finance, and an MBA with a specialization in finance, both from Northern Kentucky University. Dan has passed Level I of the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), & Chartered Market Technician (CMT) Programs. His investment style blends both fundamental and technical analysis with an emphasis on risk management.

Dan is based in Lebanon, Ohio. In his spare time, he enjoys spending time with his wife, kids, and pets. He also enjoys reading, traveling, supporting local sports teams, and staying active