Dan brings over 30 years of investment experience and a deep commitment to long-term client partnerships. Before joining Agate Pass, he managed the SAFECO Dividend Fund and helped launch SAFECO Trust, later serving with Laird Norton Trust and Paragon Investment Management. Dan holds an MBA from the University of Washington, is a Chartered Financial Analyst, and a Certified Retirement Counselor.

How did you find your way to Agate Pass?

The founder of Agate Pass mentored me back in the ’80s, and we’ve always stayed in touch! We both worked in institutional investment companies in Seattle before deciding to apply our skills to individuals and families.

What’s the best piece of advice you’ve ever been given?

From The Richest Man in Babylon: save 10% of all you earn to fund your old age. It will be here before you know it!

Describe your ideal weekend.

Tennis and skiing, dinner with friends, and Huskies and Gonzaga both winning!

What’s one thing still on your bucket list?

To instill sound values in our daughters’ future families and educate them on being stewards of the family capital.