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As Director, Private Client Advisor, Dan brings his experience as an estate planning attorney to the bank, meeting with clients and discussing financial, estate and legacy issues. He enjoys coordinating with investment managers and planners on behalf of his clients with a goal to meet the current and future needs of each individual or family.
As a former practicing attorney in trust and estate planning, Dan has extensive experience with financial, tax and estate issues, particularly those related to personal trusts, as well as charitable and private foundations. Prior to joining First National Bank Wealth Management, Dan also served with a well-regarded Wealth Management firm in Omaha.
Dan received his undergraduate and law degrees from Creighton University and his MBA with an emphasis in finance and investments from University of San Diego, California. He is a member of the Nebraska State Bar Association.
With five children, Dan’s life away from work is filled with family activities. When he can, he carves out time for bike riding and touring as well as watching Creighton University basketball and soccer.
I am grateful for the opportunity to form deep relationships with clients and their families and advise them in developing proactive plans for their retirement and legacy planning.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
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