Dan Brown CWS®

Wealth Advisor

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First and foremost, Dan is a family man.  While he would love to claim full credit for his two successful, fiercely independent daughters, he is wise enough to give credit to his spouse who maintains two careers, one of which being educating special needs children.  He is also an avid sports fan, wildlife advocate, and enjoys cultural rumination when possible. 

While Dan’s primary meaning is his family, he maintains a healthy passion for his career which began in 2001 just after the events of 9/11.  Over the years he has developed a specialty in tax efficient wealth building, behavioral coaching, and risk management.  His career path ultimately led him to his status as an independent broker and advisor with LPL Financial, where he could freely pursue effective strategies for his clients without the burden of a top-heavy management structure. 

Dan currently resides in Liberty Township, OH with his wife.

For additional information, see my profile on WiserAdvisor.