About Dane

Dane is the co-founder of Members’ Wealth, with over 20 years of experience in financial services. His career spans investment analysis, portfolio management, and leadership roles at firms like West Capital Management and The Vanguard Group. With a background in Biology, a CFA charter, and an MBA from Wharton, Dane blends rigorous academic training with extensive industry expertise.

At Members’ Wealth, Dane has built a team of high achievers focused on delivering top-notch client service. He values continuous learning and empowers his team to make decisions that best serve clients’ needs. By combining internal expertise with carefully selected external consultants, Dane ensures clients receive the best possible advice.

Known for his authentic character, Dane fosters trust and long-lasting partnerships, helping clients achieve financial peace of mind while balancing wealth preservation with life’s adventures.