As one of the founders of Carpion Private Wealth, Dan brings over 35 years of experience in Wealth Management. As a tenured Portfolio Manager, he delivers leading investment solutions to high-net-worth multi-generational families and business owners through a disciplined value approach to equity and fixed income investing. Dan is highly committed to working with clients for the long-term and places a strong emphasis on understanding their unique objectives and concerns, in order to create customized portfolios that help meet each client’s short-term, mid-term and long-term needs.

His experience as a Branch Manager for 20 years shapes his commitment to delivering exceptional service in an exceptional way, predicated on strong ethics and compliance. Dan grew up in the Midwest and proudly became a Texan ten years ago. Dan received a Bachelor of Science degree in Finance from Arizona State University. While attending ASU, Dan was a member of the Division 1 Men’s Golf Team and was named to the College All-American Golf Team in 1978-1979. He enjoys playing competitive golf, recreational tennis, learning the guitar and spending time with his family.