Daniel Lindsay

Daniel is a financial industry veteran with experience in consumer lending, retail banking, treasury services, and wealth management. He graduated with a degree in Finance from Michigan State University and went on to manage a financial institution in Las Vegas while earning his MBA from the University of Nevada, Las Vegas. Immediately following graduate school, Dan worked for a large regional bank providing financial consulting services before pursuing a law degree from Western Michigan University where he not only completed his JD, but also an LLM in taxation. After law school, Daniel was instrumental in launching a successful Registered Investment Advisor firm where he played a key role for several years. Daniel holds multiple FINRA licenses and a CFP designation.