Dan has been in the financial services industry for many years, serving as a Financial Advisor and as a managing partner for a well-known Financial Services company located in Louisville, KY. He currently is a Financial Advisor with Sequent Planning LLC and works with individuals and business owners plan for their retirements as well as post-retirement.
Dan graduated from the University of Kentucky with a BA degree in Business Administration with a concentration in Finance.
Dan enjoys a strong partnership with his wife, Cindy and has 3 children and 3 grandchildren. He also enjoys the loyal company of McKenna, a Golden Retriever and Booker his Maine Coon cat. Life is good.