Credentialed with the Qualified Plan Financial Consultant designation Dan is regarded as an expert in the highly specialized retirement plan industry. Dan has proven insight into qualified plan design, particularly for assisting organizations with wide income ranges, along with the support mechanisms needed to facilitate a successful plan.
Dan joined Baird in 2016 after spending over a decade in the medical device industry working for Medtronic and Covidien, working in new product development, marketing, and manufacturing. Dan received his MBA from the University of Colorado Boulder and his Bachelor of Science in Mechanical Engineering with a minor in Manufacturing Systems Engineering from Lehigh University.
Dan is also a member of the National Association of Plan Advisors (NAPA) which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).
Dan resides in Boulder with his wife Katie and two boys, Davis and Klein. He also enjoys fly fishing, running, hockey, biking, and cross-country skiing. In his spare time Dan also serves as a mentor for the New Venture Challenge at the University of Colorado Boulder.