As Crux’s resident retirement plan expert, Dan specializes in helping business owners and individuals set a course for success utilizing their retirement plans. He serves as the primary point of contact for plan sponsors, focusing on plan design assistance, investment due diligence, customized employee education, and ensuring plan sponsors meet their fiduciary responsibilities. Dan has been the Director of Retirement Plan Services since 2015 and joins Crux as part of its first Chicago office.
Dan takes a proactive and detail-oriented approach with each of his clients. He understands that retirement plans are highly complex, time-consuming, and their management comes with tremendous liability. Dan aims to reduce his client’s burden, which can often be associated with sponsoring a qualified plan, allowing the business owner to prioritize their business. Additionally, he collaborates with our team to help design qualified plans that maximize the owner’s benefits, while also helping their employees achieve their retirement goals.
When I am not in the office, most of my time is dedicated to raising my daughter, Olivia, who my wife, Amy, and I welcomed into the world in 2020. She is the joy of our lives and our priority, especially as she changes and grows so much in these early years.
Amy and I love to travel. Whether it’s flying across the ocean to visit a new destination or exploring the hidden gems of Chicago, we’re always looking for a new adventure. Amy and I hope to instill our love of travel in our daughter, and we look forward to exposing Olivia to new experiences and cultures as she grows up.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
