CEBS, AIF, CRC®
For Dan’s entire working life, he’s helped people make big decisions. Not many people know that he started at IBM and did 12 years of hardware and software sales. He was making data centers purchasing decisions before most people even knew what they were!
In 1998 he started Creative Benefit Strategies and then brought that business into WealthPlanners a few years ago. Dan loves working with benefit plan sponsors to help them design a program that will take care of their employees. He’s a problem solver and loves taking the heavy lifting off of his clients’ plates – it feels good to say, “Don’t worry, we’re gonna take care of that for you.”
Dan loves his work, loves golf and loves to make people smile. If you haven’t met him before, you’ll find out what we mean when you do – it’s infectious 🙂