Behavioral finance expert who is passionate about helping others live their best lives. Dr. Dan is a licensed clinical psychologist, financial advisor & CERTIFIED FINANCIAL PLANNER™ whose focus is in the field of Positive Psychology and Behavioral Finance.

Dr. Dan's approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in various settings including counseling centers, private practice, military clinics and even federal prisons.

Dr. Dan serves as a Private Wealth Manager at Creative Planning. Prior to this position he was the Chief of Investor Behavior at Keystone Wealth Partners. Dr. Dan helped clients set and pursue goals in retirement and understand how behavioral biases may impact investment decisions and other actions. Dr. Dan believes that when you understand what drives your money behaviors, you harness your power and live life with purpose.