Dane graduated from Southern Methodist University (SMU) in Dallas with a Bachelor of Science in Finance and a minor in Economics. After earning his degree, Dane remained in Dallas and began his career as a Corporate Financial Analyst at Sabre Corp, a global travel technology company. There, he developed a passion for financial modeling (becoming a lifelong Excel enthusiast) and most importantly, met his wife, Ashley.
The couple eventually moved back to California where Dane joined Vertiflex, a small medical device start-up. In his role, Dane played an instrumental part in developing the financial processes, tools, and strategies that supported one of the largest private acquisitions to date in the Interventional Pain Medical Device sector. Following the acquisition, Dane spent the next two years with Boston Scientific as a Financial Planning & Analysis (FP&A) Manager, further honing his planning experience and implementing tools to drive more informed, strategic financial decisions.
After seven years in corporate finance, Dane joined Diversified Investment Services in 2021, working alongside Tom Hoban and team, to combine his financial experience with his passion for helping others. He now works closely with individuals and families to build confidence, clarity, and long-term security in their financial lives. Drawing on his background as a Financial Analyst and FP&A Manager, Dane brings a detail-oriented approach to recommend tailored investment strategies aligned with each client’s unique goals, values, and risk tolerance. He is passionate about educating clients on key financial concepts to better understand their investments and ultimately empower clients with the knowledge and confidence they need to achieve financial freedom and pursue their lifelong passions. Dane is a Registered Representative and Investment Advisor Representative registered through Commonwealth Financial Network® and holds his Life, Health, and Variable Contract Insurance license.
Naturally curious and eager to learn, Dane is committed to understanding current market & economic trends, learning new tools to better plan & invest, and effectively navigating the ever-evolving regulatory and tax landscape. When not crunching numbers, Dane enjoys playing guitar and singing for his son Benson, walking his dog Murray, and eating his way through the corners of the globe with his wife Ashley.