Team

Dan has been a Financial Advisor since 2014.  Prior to that he worked as a Research Scientist for 14 years at Pacific Northwest National Laboratory and 5 for the U.S. Department of Energy.  He received a B.S. from Brigham Young University and an MBA from Washington State University.  He prides himself on his ability to quickly learn and apply complex concepts for his clients while keeping them understandable.  He is also skilled at bringing teams together to address specific client concerns.

He is lucky enough to be married to Christine, one of the kindest people in the world.  He has 4 children and enjoys attending their musical, sporting, and 4-H events. 

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Melisa is our Administrative Assistant. She has her Bachelors Degree in Business Management and over 10 years of customer service experience. In her free time, she enjoys cooking, crafting, gaming, and outdoor activities.