Dan specializes in working with business owners, corporate executives, and real estate professionals. He supports all aspects of the client relationship including portfolio management, financial planning, and private investments. Dan also provides the highest level of client service to the firm’s family groups. Prior to joining the Waypoint team, he was an advisor at Nicholas Hoffman & Co.
After moving to the U.S. from England at a young age, Dan grew up in Atlanta, where he attended The Lovett School. He graduated from College of Charleston, where he earned his bachelor’s degree in international business and minored in Spanish. In his free time Dan serves on the Young Professional Advisory Committee at Atlanta Children’s Shelter. Dan enjoys playing golf, soccer, tennis, and coaching basketball at Northside Youth Organization.