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Expert financial planning and analysis for investors, family offices, and small business.
Specialties
Whatever the case — be it business operations, personal finance, or an investment portfolio — the recipe for success begins with well-conceived strategic planning.
The #1 reason investors fail to achieve their desired result is a lack of understanding.
Learn Dan’s award-winning 15-51 method — it’s easy to understand and simple to do!
Hey, it’s lonely at the top, and sometimes the best advice comes from a fresh pair of eyes and ears who are seeing and listening for the first time.
Unbiased critical thinking and analysis are the specialty.
FINANCIAL SCIENTIST
Dan has a long track record of operational success and organizational development serving in roles such as Chief Financial Officer and Executive Vice President Manufacturing and Operations, and has built a distinguished career implementing outside-the-box strategies and tactics that exceed objectives.
With more than 30 years’ experience in investment research and analysis, Dan created an award-winning investment method called 15-51 and tooled it into new science that promotes strength and produces much greater returns with dramatically less risk.
Known for coaching and mentoring individuals from all walks of life, Dan possesses an uncanny ability to simplify complex topics, making them understandable and engaging to audiences of all levels and skillsets.
Independent Free-Market Advocate
You can do this!
All investment begins with investment in self.
