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 permits him to deliver first-class service in a first-class way, each predicated on the highest standards of 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.