Dan, the co-founder of DLP Financial Partners, LLC, specializes in estate planning and investment selection for clients. He is highly motivated to find investment strategies that can manage his clients' risk in the constantly changing financial markets. His knowledge lies in understanding the financial planning needs of business owners, managers, and executives. As a partner in an independent firm, he can focus on what matters the most - serving his clients.
Dan is a Certified Financial Planner™ Professional and Accredited Asset Management Specialist℠ with professional qualifications in investment selection and management, asset allocation, tax strategies, insurance, legacy planning, and other key areas. With over 32 years of experience in the financial services industry, he has served clients through a variety of market conditions. Originally from Illinois, Dan graduated from Trinity College in Deerfield, Illinois, and has lived in central Michigan since 1997.
In his spare time, he enjoys spending time with his wife Meredith, their three married sons and their wives, and their five wonderful grandchildren. Dan and Meredith prioritize their faith in God, His Word, and their family. Dan is an active member of First Baptist Church of St. Louis and enjoys being a part of their church community. In addition to his love for music, he also enjoys pursuing various hobbies such as photography, woodworking, fishing, and golf. However, nothing surpasses the opportunities he gets to spend time with his grandchildren!