Walter & Keenan Wealth Management
Dan Wolfson is a seasoned professional in wealth management and investment advising, currently serving as a Partner and Senior Investment Advisor at Walter & Keenan Wealth Management since February 2021. Prior to this role, Dan held the position of Director at RSM US Wealth Management LLC from April 2013 to February 2021 and worked as a Compliance Specialist at 1st Source Bank between May 2010 and April 2013. Early career experience includes a role as a Law Clerk at the American Civil Liberties Union in early 2009. Dan holds a Juris Doctor (JD) degree from the Indiana University Robert H. McKinney School of Law, obtained in 2009, and a Bachelor of Arts (BA) in Telecommunications from Indiana University Bloomington, awarded in 2005.
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Walter & Keenan Wealth Management
Walter & Keenan is an independent Registered Investment Advisor that is dedicated to acting in your best interest at all times and to providing you and your family the tools necessary to approach your financial future with confidence. For approximately 40 years, Walter & Keenan has been a trusted partner in helping many of the region's wealthiest families and foundations achieve their investment and wealth management objectives. Through our experience, commitment to understanding your purpose and mission, and a long-term commitment to the relationship and to superior customer service, Walter & Keenan can provide the valuable insight you need to plan your future financial goals.