Our mission is to improve the lives of individuals through successful planning and investing. Dan focuses on risk management with the primary goal of helping clients achieve their non-financial goals from a plan they allowed our team to develop and implement. He strives to increase the certainty and probability of positive outcomes.
Dan began his financial services career in 1994 with Northwestern Mutual Life and joined Baird in 1998 as a Retirement Plan Specialist. In 2004, he formed the Keverian Laubusch Dietz Group and has built long-lasting client relationships since. He is a graduate of Marquette University and earned his Certified Investment Management Analyst® (CIMA®) designation through the Wharton School of Business at the University of Pennsylvania.
Outside of work, Dan enjoys traveling and spending time with his family; his wife, Ellen, and their three children.