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Dan is an Executive Director and Director of Group Learning for EY Personal Finance, serving large private and public sector employers in the strategic development of financial education and counseling programs focused on employee benefit plans.
Dan is a Certified Public Accountant, Personal Financial Specialist and Certified Financial Planner. He has over 25 years‘ experience at Ernst & Young LLP in financial wellness, after graduating from Ohio State University with a Bachelors degree in Accounting.
Dan leads a team that develops and delivers customized, action-focused group financial education. He has personally led over 1,200 seminars to over 40,000 participants at clients and professional events. Speaking engagements include AICPA technical conferences, Council on Employee Benefits annual conferences, IASA chapter meetings, CPCU Society annual meetings, the IMA Meonske Professional Development Conference, EY year-end corporate tax and auditing updates, professional women’s groups and business student organizations.
How Dan is building a better working world
“Research is clear that financial stress and anxiety leads to employee distraction and decreased productivity. By educating employees on the fundamentals of financial planning, benefit usage and money management, and providing access to personalized, objective and comprehensive financial planning resources, we can change lives while building a better working world.
“I have personally educated over 40,000 client employees, while leading a team that reaches many thousands more annually. This personal touch often begins a lifelong journey of financial wellness and informed, impactful company benefit and money-related decisions.”