Dan is responsible for directing Greenleaf Trust’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. Dan has close to 20 years of experience in the financial services industry, is a graduate of Calvin College, received an M.B.A. with distinction from the University of Iowa and completed Stanford University’s Graduate School of Business Executive program.  He is a Certified Trust and Fiduciary Advisor and has earned the Chartered Financial Analyst (CFA®) designation as well as the CERTIFIED FINANCIAL PLANNER™ certification.