

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 Market Leader 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
Urban Land Institute
Association of General Contractors
Construction Financial Management Association
Charlotte Region Commercial Board of Realtors
North Carolina Certified Commercial Investment Member
Civic and Community Activities
Board of Advisors, Foundation for the Carolinas
Board of Trustees, National MS Society
Board of Directors and Past President, Charlotte Sportsman’s Club
Board of Advisors, Meineke Car Care Bowl
Board of Advisors, Leatherheads