Founder and CEO
Dan is the founder and CEO of Innovative Money Software and creator of the MoneyEdge. After using several complicated, cumbersome, and expensive financial planning software programs, Dan become frustrated with the choices available to help his clients. So, he decided to create an alternative, and the MoneyEdge was born.
Prior to creating the MoneyEdge in 2004, Dan spent more than 20 years in the financial services industry, advising clients ranging from those just getting started to high net worth individuals. He continues to work with clients today.
Dan graduated from The Ohio State University with a degree in chemical engineering and began his working career with Amoco Production Company in the oil fields of southern Louisiana. A friend introduced him to the wonderful world of investing in 1983, and he has been committed ever since.
Business Process Consultant
Director of Client Support
Director of Client Support
Director of Quality Assurance
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