Dan Johnson

I grew up near the Poconos in Pennsylvania, where I learned the value of hard work and discipline. After earning a dual degree in business and economics from the University of Pittsburgh, I built a 28-year career in financial services with firms such as Charles Schwab, US Bank, and Fidelity Investments. As a CFP®, I specialize in serving high-net-worth clients with customized financial and investment planning solutions.

I’ve been married to my wife, Patti, for 25 years, and together we enjoy time with our family, including two stepsons and five grandchildren. Outside of work, you’ll often find me staying active through fitness, golf, distance running, boating, or cruising—and I hold fast to the lessons of hard work, family, and enjoying life’s simple pleasures.