Dan is dedicated to partnering closely with hard-working individuals and families to understand their financial goals and needs. With years of expertise in wealth management and financial planning, he brings a holistic approach to crafting tailored solutions for each client.
Prior to transitioning to wealth management, Dan spent several decades running successful car dealerships, prioritizing exceptional customer experiences. This background instilled in him a dedication to providing premium service and results for his clients.
As a seasoned wealth advisor, Dan has a proven track record of helping clients achieve significant milestones with their investments—offering comprehensive insurance solutions, and implementing effective tax mitigation strategies to safeguard and grow their wealth.
A lifelong resident of Central Missouri, Dan has called Columbia home since 1985. He has been happily married for 36 years and enjoys spending quality time with his wife, whether it's traveling, golfing, playing tennis, or hosting game nights with friends. Dan takes immense joy in the fact that both of their grown children have also chosen to live in Columbia, keeping the family close-knit and connected.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
