As holistic financial advisors, few things irk us more than unreliable tactics promoted and practiced by many people we meet. Tactics like stock picking, marketing timing, and tax planning used as a reason to sell products are commonplace. In fact, many advisors routinely host free steak dinners as a way to push products rather than to help people develop a strategy for achieving their goals. Products serve a role, but only after a careful examination of your goals and your current progress for reaching them.
A leader in the financial service industry, Dan is a prolific writer and communicator. He’s been featured in The Wall Street Journal, Investors Business Daily, USA Today, and The Cincinnati Enquirer.
Committed to the art of holistic planning, Dan emphasized the need to view personal finance similar to achieving and maintaining good health. What works for one person can be fatal for another. It all begins with a thorough and detailed analysis of one’s current strategy and must address all areas.
Known for his polite candor, Dan refuses to engage his clients in speculative strategies like stock picking, market timing, and crypto-currency. His practice is best suited for those who seek an advocate in all areas financial.
Wes is no stranger to the financial advisory world. One could even argue he was born into it.
Growing up, Wes watched Dan approach his work every day with devoted passion and enthusiasm. It’s that same passion and enthusiasm that Wes brings to his role as an investment advisor representative, working tirelessly to strengthen client relationships and ensure we deliver the best possible service we can to them.
Wes is a graduate of Indiana University’s prestigious Kelley School of Business, and before joining M&C, he worked in supply chain with Baxter Healthcare.
100 E-Business Way
Cincinnati, OH 45241