Professional Overview

With more than 35 years of public accounting experience, Dan focuses on providing a broad range of tax and business consulting services to clients across a wide range of industries. He has an emphasis on real estate, construction, high net worth individuals and professional services.

Education, Credentials and Special Training

• Certified Public Accountant, licensed in North Carolina
• BS, 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
• Charlotte Regional Commercial Board of Realtors
• Construction Financial Management Association
• National Association of Industrial and Office Properties
• North Carolina Certified Commercial Investment Member
• Commercial Real Estate Women (CREW) Charlotte

Civic and Community Activities

• Board of Directors and Past President, Charlotte Sportsman’s Club
• Board of Advisors, Past Treasurer, ULI Charlotte District
• Board of Directors, Past Treasurer, NAIOP
• Board of Advisors, Leatherheads - Charlotte Sports Foundation
• Board of Advisors, Charlotte Chamber of Commerce
• Board of Directors, Past Treasurer, The Harvest Center
• Past President, Myers Park Country Club