Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice. He joined the Athena Financial Group, now the Arrowroot Family Office because he wanted to work with a full-service, fee-only fiduciary firm that tailors to families, small businesses, and professionals. In addition to financial planning, Dan is in charge of investment research and policy at the firm. A native of Boston, he has a bachelor’s from the University of New England and a Masters from University of Miami (FL). In addition to his passion for finance, Dan is a exercise physiologist with over a decade of expertise. His main passion points included working with athletes to improve performance, in addition to helping the general population with their overall health and weight loss goals. At the root of Dan’s interests is a passion for helping people better themselves. He and his wife, Bre, live in Royal Oak with their dog Cosmo. In their spare time they enjoy music, cooking, working out, playing instruments at home and traveling. Their goal is to visit at least two new places each year!