Principal
 
La Jolla, CA

Dan joined the firm in 2006 and has over 20 years of experience as a CPA tax advisor.  He provides his clients with a very wide and deep array of tax knowledge spanning from state and local compliance all the way to international strategic tax planning.  His clients include high net-worth individuals and closely-held businesses that focus on real estate, services, manufacturing, distribution, and construction.  Dan thrives in complex entity structures and transactions, and possesses a passion which is always attempting to minimize a client’s tax burden.

Dan graduated from the University of Washington and is a member of the American Institute of Certified Public Accounts and the California Society of Certified Public Accountants.