Dan focuses on providing a broad range of tax and business consulting services to clients across a wide range of industries with an emphasis on real estate, construction, high net worth individuals, and professional services. With more than 25 years of public accounting experience, Dan is the managing shareholder of the firm’s Charlotte office.

Education, Credentials and Special Training
Certified Public Accountant (NC License #16564)
B.S., Business Administration, University of North Carolina at Chapel Hill

Professional Affiliations
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants

Civic and Community Activities
Board of Directors, Charlotte Sportsman’s Club