Born and raised in the Jackson, MI area, Dan has been helping people map their financial futures since 2007. In 2011, he joined the Executive Wealth Management team. Dan’s experience coupled with his team at EWM allow him to offer a disciplined approach to wealth management. Specializing in businesses and 401k plans, Dan has developed a network of national and local retirement planning resources. Dan plays an active role in the Jackson area and surrounding communities, volunteering and supporting organizations such as 4-H, Jackson County Chamber of Commerce, Jackson Area Manufacturing Association, Home Builders Association, Rise Above, and other local charities. Dan resides in Horton with his wife and enjoys golf, coaching and playing basketball, time on the lake, hunting, and fishing.
Born in Detroit, Michigan, Bill has been in the securities industry for nearly 50 years. He and his partner created the Barker Weber Insurance Agency in 1982 which he operates in addition to the financial advisory side of the business. Through the years Bill has been active in his church and has supported various organizations in the community including Jackson Christian Schools; Center for Women, various 4H Clubs, and other local charities. Bill and his wife live in Jackson, MI and he enjoys the time he is able to spend on the golf course and with his grown children and young grandchildren.
