As a Vice President, Tax Advisor at Sequoia, Dan works closely with advisors to deliver proactive tax planning as part of Sequoia’s comprehensive wealth management experience. In addition, Dan has responsibility for the preparation, review, and completion of tax returns and tax projections. He is a skilled CPA who navigates complex tax situations with ease.

In his previous work, Dan spent 24 years in the Senior Tax Director role with RSM US, LLP, where he was responsible for leading the successful growth of the trust and estate tax practice for their Rochester, Minnesota, office. He has extensive knowledge and specialization in the tax planning and compliance sector through his service as the tax director for individual, trust, estate, and corporate clients. Dan is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants as well as the Minnesota Society of Certified Public Accountants.

Dan enjoys volunteering and is active in the Rochester Estate Planning Council. Outside of his work life and volunteer activities, Dan enjoys being outdoors, golf and spending time with his grandchildren. Dan and his wife Stacy reside in Rochester, and have three grown children.