Dan was born and raised in Cleveland, Ohio, and his first real job was selling peanuts for the Cleveland Indians at age 13. Dan has made California his home since high school. After earning a BS in public administration, magna cum laude, from the University of Southern California, Class of 1979, he then spent two very successful decades managing finances and personnel with several large national enterprises.
Desiring to answer the personal calling to deliver financial guidance based on a relationship business model, Dan chose to launch his second career in 1998. Dan holds various FINRA securities registrations through Commonwealth Financial Network® (Commonwealth) for the practice of investment guidance and holds the California state insurance licenses for life, health and annuities. Licenses for insurance include multiple states where appropriate. He is an Investment Adviser Representative (IAR) with Commonwealth. Dan also continues to advance his knowledge and credentials, earning the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning.
Dan contributes time and expertise to many community activities. He serves on the Board of Directors for Habitat for Humanity of Tuolumne County and serves as a Trustee on the Board of Sierra Repertory Theatre. He is also currently a director on the Board of TuCARE, whose mission is to enlighten and advise the public about conservation and the wise use of our natural resources. He previously held positions as a board member for 10 years with United Way of Stanislaus and the Mother Lode and was a eight-year board member of the Black Hat Foundation.
In Dan's spare time, when not consumed with the study of history, he enjoys kayaking and mountain trekking. He is particularly fond of his classic show car, a restored 1968 Plymouth Hemi Road Runner. He lives on his small ranch near Sonora with his wife (and high school sweetheart!) Sarah Wells. Sarah is the special woman behind the man: an accomplished outdoorswoman, business owner, and provocateur.
By the way, Dan has a great sense of humor, though Sarah would disagree! They spend every extra moment with their mutts Atticus and Mariposa Lily in their beloved Sierra Nevada mountains.
Kim joined the team in 2006, first as a client, then taking on the role of administrative assistant in late 2006, having come from First American Title, where she worked as an escrow officer/branch manager. Her 25 years of escrow and title experience were and are invaluable.
She rapidly advanced in her second career, earning her securities and insurance licenses in 2007. It was in 2010 that Kim realized her goal of being an independent advisor. Today, she provides well over 100 families with personal advice and services.
Kim holds FINRA securities registrations through Commonwealth Financial Network® (Commonwealth) for the practice of investment guidance and holds the California state insurance licenses for life, health, and annuities. She is an Investment Adviser Representative (IAR) with Commonwealth. She has obtained her credential, the Chartered Retirement Planning Counselor® (CRPC®) designation, from the College for Financial Planning.
Kim is very involved in her community in many varied ways. Having graduated from the Leadership Tuolumne County program, she is currently in her second year as chairperson of the Executive Committee. A long-time member of the Tuolumne County Women's Network, she served as president for 2015, and is currently program chairperson. Just recently, Kim was nominated and accepted to the Board of Directors for Habitat for Humanity of Tuolumne Country. She continues as an officer and secretary on the Board of Sierra Village Mutual Water Company since 1982. She is also a member of the Professional Referral Organization of Sonora and a new member of Tuolumne Talkers, a chapter of Toastmasters International. Previously, she was a seven-year board member for WATCH, which supports adults with intellectual disabilities to live, work, and play as integral member of the communities of the Mother Lode region.
Kim was born and raised in the Bay Area, and today resides in the Sierra high country, living in Sierra Village for now more than 30 years. She and her husband, Rourke, are high school sweethearts and have been married for 37 years. Rourke is a small business owner and all-around outdoorsman. In their spare time, they travel the mountains, camp, water ski, quad ride, and snowmobile. Kim loves her Sierra Nevada mountain life.