As the Wealth Planning Director primarily for Principal, Brian A. Redders, and Wealth Consultant, Ethan Silverman, Dan manages the entire Client Experience. From start to finish, Dan prepares the Wealth Consultants in his POD for client meetings, ensuring all information and unique client details are understood and updated accurately throughout the Wealth Planning process. In addition, Dan is the chair of the firm’s Wealth Planning Committee. He recognizes that details matter and has built a solid foundation of understanding client service and the importance of exceeding expectations.
Prior to joining the Genex Consulting team, Dan worked in the financial services industry with Stifel. He started in the Advisory Operations group and was promoted twice in his three-year tenure into an Accounting Role. He brings his valuable financial and detail-oriented skills to Genex’s fast – paced, growth-oriented environment. Dan prides himself on being a creative team player who strives to provide new and efficient ways to better serve our valued clients.
Dan was born in St. Louis, Missouri. His very creative mind began at a young age, and he continues to have a passion for music. He spends his time playing several instruments, and enjoys hanging out with family and friends, spending time outdoors and playing video games.
Bachelor of Science, Business Administration & Finance – Missouri State University