Meet Dan
Dan is a Manager, Sr. Financial Planner, based in the Grand Rapids area of Michigan. He joined Mercer Advisors in 2025 after serving as Wealth Advisor at Straight Path Wealth Management. Previously, he served at MaxWealth Management, located at Lake Michigan Credit Union, and J.P. Morgan Securities. Dan earned a BBA degree in finance and marketing and is a CERTIFIED FINANCIAL PLANNER® professional and IRS enrolled agent (EA). He holds a resident produce license in accident and health, life, and variable annuities.
His working style
Dan is known for substantial research, detail-oriented planning, and an understanding of not just the numbers but the behaviors and choices behind them. He loves seeing a plan come together and be executed in real time, helping people align their visions and values to live their financial life to the fullest.
Dan in real life
Favorite thing about where you live?
My favorite thing about Michigan is the diversity of the state. You can be in a bustling city and drive just 30 minutes north to nature. We have all four seasons, which allows for different activities throughout the year, and vacationing in the state never gets old.
What keeps you busy outside of work?
I enjoy spending time with my wife, family, and friends — whether it be a coffee and chat, a lazy day at home, a sunny day in the pool, or a day helping out with projects. I also like to drum in my spare time, read books (mostly financial related), ride my bike, go on adventures, and cheer on the Detroit Lions.
Any words you try to live by?
Humility, gratitude, empathy, and patience.
Dan’s snapshots
Meet Dan’s Teammates
Haana Frank
Director, Financial Planning
What Dan Says
Haana is an outstanding leader. She has helped me every step of the way, from learning the systems and processes to understanding different strategies and ways to work with advisors. I wouldn’t be in the spot I am in today without her guidance.
Jack McCloskey
Sr. Wealth Advisor
What Dan Says
Jack and I work directly together — from clients’ first meetings to plan updates and any questions in between. Jack is an outstanding advisor who knows how to collaborate with teammates and connect with his clients to provide excellent service.
Douglas Watts
Wealth Advisor
What Dan Says
Doug is a great source to brainstorm with on strategy for how to best serve clients. From deep technical knowledge to the structure and story we want to help clients create, he has provided insights and knowledge so together we can provide strong planning outcomes for clients.
Fran Goldman
Sr. Wealth Advisor
What Dan Says
Fran is a joy to work with. She cares for her clients, and together we develop and update financial plans to accommodate changes through each stage of her clients’ lives.
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