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. During his time there, he developed his interest in 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. There, he helped develop the financial processes, tools, and strategies that supported the company through its acquisition. Following the acquisition, Dane spent two years with Boston Scientific as a Financial Planning & Analysis (FP&A) Manager, where he continued developing his experience in financial planning and analysis.
After seven years in corporate finance, Dane joined Diversified Investment Services in 2021, working alongside Tom Hoban and the team. Today, he works with individuals and families to develop financial and investment strategies based on their individual circumstances, goals, values, and risk tolerance. Drawing on his corporate finance background, Dane brings an analytical, detail-oriented perspective to his work and enjoys helping clients better understand financial concepts and their investments.
Dane is a Registered Representative and Investment Adviser Representative through LPL Financial and holds Life, Health, and Variable Contract Insurance licenses.
Naturally curious and eager to learn, Dane enjoys following market and economic developments and continuing to expand his knowledge of financial planning and investing. Outside of work, he 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.
Insurance products offered through LPL Financial or its licensed affiliates.