Wealth Advisor, Sr. Director
Dane is passionate about helping families identify their financial goals and providing financial confidence. He has a bachelor of science degree in finance with a concentration in personal finance from Eastern Illinois University, and a master of business administration degree from Rice University. He’s also a licensed financial advisor (FINRA Series 65) and is a CERTIFIED FINANCIAL PLANNER™ professional. Dane has extensive experience with a multitude of complex family situations. He recently helped launch Wealth Path, which allows Mercer Advisors to provide financial planning to more families. Dane is a strong advocate for financial literacy and education and believes that everyone should have access to the information and resources they need for making sound financial decisions. He volunteers with 3rd Decade, which provides financial mentorship for young adults. Dane also enjoys spending time with his family, playing golf, and traveling.