Dan joined Ramsier Financial Services in April of 2010. His role at the office is financial advisor, which means he meets with clients, helping and assisting them in a variety of areas. His areas of expertise include wealth management, investments, insurance, retirement planning, education planning, and financial planning. He also handles the bookkeeping for the company. He is a Licensed Insurance Producer in the state of Ohio, holds his Series 7 and 66 registrations and earned his Certified Financial Planner ® designation from the CFP Board of Standards back in 2013. He also teaches four classes per year 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 and their three children Collins, Judah and Charlotte. While away from work, he enjoys relaxing with family and friends and serving at Wooster Grace Church in various capacities.