Dan Wilson is a dynamic executive with 30 years of experience in mergers and acquisitions, wealth management, and strategic growth. Currently serving as Director of Corporate Development at Aprio, they drive initiatives for a $7 billion RIA firm, focusing on strategic leadership and talent management. Previously, Dan held significant roles including SVP Wealth Regional Manager at Johnson Financial Group, where they successfully transformed the RIA division and significantly reduced client attrition. As Managing Director and CEO at Midland Financial Advisors, they founded and scaled CedarPoint Investment Advisors, managing $350M in assets before its acquisition. Dan holds a Bachelor of Science in Business Administration and Management from the University of Wisconsin-Stout.
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