Best Part of My Job
Dan joined Cornerstone Advisors in 1998. Dan's practice includes executives, technology entrepreneurs, and medical professionals. Dan enjoys the complex challenge that comes from serving as an advisor to his clients and their families. He takes pride in helping families make more informed decisions about their finances and working with them to achieve their investment objectives and life goals.
Three Words That Best Describe Me
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Reliable
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Attentive
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Trustworthy
My Clients Include
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Wealthy individuals and families with complex financial needs
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Senior executives of public companies
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Entrepreneurs
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Technology executives
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Medical professionals
Practice Emphasis
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The design of customized portfolios comprised of complementary assets
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Family partnerships and private foundations
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Concentrated stock and stock option strategies
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Tax-loss harvesting and tax-minimization strategies
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Alternative investment strategies
Ongoing Results
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Created an integrated wealth management plan to meet the needs of affluent families
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Directed successful generational wealth succession strategies for families
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Maximized the value of stock option exercise strategies for senior executives
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Planned and coordinated tax strategies within the context of portfolio management
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Evaluated, recommended and administered insurance and risk management strategies
Education
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Seattle University Albers School of Business, Masters of Science in Finance
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University of Washington, BA in Business Administration
Professional and Community Activities
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America SCORES Seattle, Board of Directors and Finance Committee Chair
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New Life Fellowship, Treasurer, 2002 - present
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New Life Fellowship, Leadership Board, 2004 - present
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Shareholder of Cornerstone Advisors
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Dan was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2010, an annual honor bestowed upon select Seattle wealth managers.
Where To Find Dan When He Is Not At Work
Dan enjoys spending time with his family, and can often be found playing golf, watching professional sports, or volunteering in his community.
The Cornerstones of Dan's Life: His wife and two daughters.
Best Part of My Job