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
