About Dan
As Chief Operating Officer of Carson, Dan brings over 24 years of experience in financial services primarily in operations, compliance, service and supervision roles. Dan helps leaders and teams in compliance, client service, brokerage solutions, financial planning, advanced solutions, operations, transitions, investments and trading strive for excellence in all aspects of the business. Dan’s passion for these areas are due to his desire to strive for perfection in which many factors play a role. While perfection may not be attainable, it is a goal that we strive to achieve every day to provide the best experience for our internal and external stakeholders.
Dan was born and raised in Omaha, graduated from Creighton Prep and received his Bachelor of Arts in Mathematics from Augustana College in Sioux Falls, South Dakota. Dan started his financial services career in 1999 with Ameritrade. During his free time, Dan enjoys playing ice hockey, hunting, fishing and relaxing with his family.
