Dan Streetman

Dan Streetman, CFP®, currently serves as the Director of Operations at Carson Wealth, a position held since October 2022 following the acquisition of Jon Baker Financial Group. Prior to this role, Dan worked at Jon Baker Financial Group from February 2015 to October 2022, fulfilling various positions including Operations Manager, where service tasks for over 300 clients were managed, and Support Advisor II, where comprehensive financial plans were created for clients using eMoney software. Additional experience includes serving as an Associate Wealth Manager at Financial Architects, LLC, and an Associate Financial Services Representative at E*TRADE Financial, where Dan obtained FINRA series 7 and series 63 licenses. Dan holds a Certificate in Financial Planning from Emory University and a Bachelor's degree in Business Administration from the University of West Georgia.