Client Care Associate
My NET WORTHWHILE™ is being a reliable source of quality in an ever-changing world.
Dan believes that everyone deserves quality service; especially as it relates to their financial health. With a strong work ethic instilled by his parents, he takes great pride in helping clients benefit from the positive generational effects of holistic financial services. Dan applies common sense and open communication to his role as a Client Care Associate. He provides comprehensive account support services including researching and responding to client inquiries, processing account openings and closings, account distributions, and portfolio accounting and reporting.
Prior to joining Signature FD, Dan served as a Senior Client Care Coordinator and Process Improvement and Initiatives Lead at Homrich Berg. Specializing in complex portfolios of ultra-high-net-worth individuals, he supported a team of six in the family office business unit. In addition, Dan has nearly fifteen years of experience in direct client support, call center management, operations management, quality assurance, process improvement, and training and development.
Born and raised in the Detroit area, Dan attended Western Michigan University. He has been a sustaining member of National Public Radio for twenty years. His philanthropic involvement also includes The Humane Society, LifeLine Animal Project, and Open Hand Atlanta.