Dan is a Senior Actuary at CBIZ Retirement Plan Services’ Cottonwood office. Dan holds the designations of Fellow of the Society of Actuaries (FSA) and an Enrolled Actuary (EA).
As a Senior Actuary, Dan specializes in the design, valuation and administration of qualified and non-qualified retirement plans. Dan sets quality standards within CBIZ Cottonwood’s actuarial staff and is responsible for technical compliance within the retirement practice. CBIZ Retirement Plan Services has been named one of PLANADVISER’S Top 100 Retirement Advisers multiple years in a row.
Prior to joining CBIZ, Dan worked for The Cottonwood Group, which was acquired by CBIZ in 2015. Previously, he was a senior actuary at FBD Consulting, Inc. for over 13 years. His work experience also includes time with the national actuarial consulting firms of Buck Consultants and Milliman & Robertson.
Dan is a graduate of Nebraska Wesleyan University with a Bachelor of Science degree in Mathematics.
Dan and his wife Wendee live in Overland Park, Kansas, where they raised their three children. When he is not attending his three grandchildren’s activities, Dan keeps busy running and following University of Nebraska sporting events.
Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by media sources are generally based on information prepared by the recognized advisor.