Dan joined Ramsier Financial Services in April of 2010. His function at the office is that of an associate planner, which means he meets with his own clients as well as assists the other advisors in the financial planning process. Other tasks he is assigned to include bookkeeping, the rebalancing of client portfolios, placing trades, and creating Investment Policy Statements for clients. He is a Licensed Insurance Producer in the state of Ohio, holds his Series 7 and 66 registrations and in 2013, earned his Certified Financial Planner ® designation from the CFP Board of Standards. He also hosts a spring and fall class called “Retirement Planning Today” at the Wayne County Schools Career Center in Smithville.
Dan is a graduate of Norwayne High School and Grace College, where he double-majored in Business Administration and Finance. He currently resides in Wooster with his wife Jessica, daughter Collins and son Judah. While away from work, he enjoys relaxing with family and friends and serving at Wooster Grace Church in various capacities.