Hi, I’m Dan, a financial planner, Certified Divorce Financial Analyst® professional and divorce mediator.
My investment career spans three of the most dramatic financial collapses in market history: The “Tech Bubble”—early 2000’s, the “Great Recession”—2008 and the “COVID-19” crash of 2020, so I’m no stranger to facing adversity and the strength it takes to come out on the other side stronger.
I began my career after a brief stint as a social worker providing drug and alcohol counseling. I helped found Long Green Planning Group in 2005 after several years of working with a regional broker-dealer. I’ve been able to utilize my counseling skills when establishing and nourishing relationships with clients. Education, trust and honesty are core values that are stressed. I provide investment counsel, divorce planning & mediation and retirement planning to individuals, families and business owners.
As a Certified Divorce Financial Analyst® professional, I provide financial education and analysis to individuals and couples working through divorce. Money is an emotional topic, and that’s heightened in moments of deep transition, like divorce. It’s invaluable to have a trusted professional to support and guide couples through the process and set them up for success after the settlement. I create a space of trust, education, and transparency, where both partners feel heard and cared for. Together, we’ll create a financial plan that considers the divorce process’s long-term financial and emotional impacts.
Additionally, I support attorneys, mediators and therapists who also assist those working through the divorce process. Learn more about the benefits of working with me during the divorce process by visiting Divorce Planning Partners, LLC.
I received my BA in Political Science from the University of Northern Colorado. I fell in love with this active and vibrant state and live with my family in Fort Collins. The outdoors is my happy place, and I find joy in all things cycling, trail running, traveling, skiing, mountain adventures, and reading.
When I’m not adventuring with the family or tending my garden, I engage with the community as the vice-president of the Send Town Bike Club board, a Colorado 501 (c)(3), an organization that gets kids on bikes.
I also hold the Series 7 & 66 security registrations. Check my background on FINRA’s BrokerCheck.