Dan Gaines, CRPC®, CRC®

Throughout his 25-year career as a Financial Advisor, Dan has focused on providing financial planning and advice that is always in agreement with the client’s best interest. He believes that a holistic view and a results-oriented approach is the best way to help clients realize their financial goals. Dan starts by understanding where the client is in their financial journey. Whether they’re in the accumulation, protection, income, retirement or legacy planning stages, he works hard to find solutions to fit their needs. “Financial planning is fluid,” Dan says. “Every client has a unique financial life experience. I’m confident I will be able to assist clients with appropriate plans and actionable outcomes.” Dan graduated from Denison University with his Bachelor of Arts degree. Outside of work, he enjoys traveling, going to the movies and playing golf.