EDUCATION

Washington University - Master of Business Administration

Saint Louis University - Management (Cum Laude)

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PROFESSIONAL

Dan is a next-generation financial services leader focused on bringing more value, better technology, and deeper transparency to clients at all levels of wealth.

 

As Chief Operating Officer, Dan is responsible for creating and executing the firm's growth strategy, which includes business development, acquisitions, and marketing. He was instrumental in growing client households to 400+ and assets under management from $50 million to 850 million+ and achieving a sustained compounded annual growth rate greater than 20%. 

 

Dan has been a partner of GWS since 2019 and a member of the GWS Leadership Team since 2015. As a Lead Advisor, Dan leads a team that directly cares for more than $300 million of the firm's assets under management.

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PERSONAL

A St. Louis native, Dan is deeply committed to the revitalization of the St. Louis Metropolitan Area. Dan volunteers on the financial committee of the St. Louis Children's Hospital Foundation and serves as a board member on CNB St. Louis Bank's professional board. Dan earned his MBA at Washington University in St. Louis and is an active volunteer at Loyola Academy, where he teaches a financial literacy course for young men. He is married to Lauren Goeddel, whom he met at GWS. They have a son, Greyson, and two mini Goldendoodles together: Zubie and Chewie.