EDUCATION

Washington University - Master of Business Administration

Saint Louis University - Management (Cum Laude)

​

PROFESSIONAL

Dan’s tenacity and expertise have driven his progressive advancement through diverse roles within Gatewood Wealth Solutions (GWS). His exemplary leadership, relentless commitment, and stellar performance culminated in his appointment to partnership in 2019.

 

As Chief Operations Officer, Dan boosts the firm’s productivity, maintains high operational standards, and safeguards profitability while skillfully navigating the intricacies of risk management and compliance. Every initiative Dan undertakes aligns with his steadfast dedication to delivering exceptional client experience.

 

Simultaneously, Dan continues to excel in his role as Wealth Advisor, where he serves as a client relationship manager. He ensures clients receive excellent care, especially during crucial or complex life decisions.

 

A lifelong learner, Dan is an active member of Vistage, a nationwide organization dedicated to developing leadership among top executives. His involvement further demonstrates Dan’s dedication to continuous professional enhancement and industry excellence.

 

Dan holds his Series 7, 65, & 63 securities registrations with LPL Financial.

​

PERSONAL

A proud native of St. Louis, Dan is deeply committed to the revitalization of the St. louis Metropolitan Area. He actively contributes to the community through his role on the Finance Committee of St. Louis Children’s Hospital Foundation and as a member of CNB Bank’s Professional Board. Dan also volunteers his time at Loyola Academy, teaching financial literacy to youth.

 

At home, Dan cherishes his life with his wife Lauren, a relationship that blossomed at GWS. They are proud parents of their son, Greyson, and share their home with two lovable mini Goldendoodles, Zubie and Chewie. Outside of his professional commitments and family time, Dan also has a passion for the culinary arts, particularly mastering the art of smoking meats with his Yoder smoker.