Dan began his professional career in 1996 with CIGNA Financial Advisors. In 2003, Dan became a founding partner of LifeSource, LLC along with several of his peers. LifeSource, LLC provided Point of Sale advanced markets and life insurance distribution services for UBS, Raymond James, Wachovia Securities, AG Edwards, and LPL. With a focus on High Net Worth planning, Dan played a key role in offering expert advice and counsel on Estate, Business, Tax and Asset Preservation Planning directly to the end client and their advisors.
After multiple years as the top producer in each organization, in 2008, Dan founded his own boutique practice leaving the large corporate bureaucracy behind. TailorMade Financial was founded with a singular goal – provide a select group of clients and advisors across the country with a level of sophisticated wealth management and financial planning that is second to none.
Dan resides in The Woodlands, Texas with his wife, Paula and four children, son Kyle and his triplet siblings Madison, Bradley and Kaley.