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In his role as a senior vice president, Dan helps people establish and fulfill financial and estate planning goals.
He markets asset management portfolios, trust administration and estate settlement services.
Dan joined First Financial Trust in 2001 in San Angelo and moved to Abilene in 2002. He has nearly 40 years experience in trust and asset management banking.
In addition to earning a finance degree in 1973 from the University of Texas at Arlington and graduating from Southern Methodist University’s SW Graduate School of Banking in 1993, Dan is a certified financial planner. He has earned SEC securities licenses Series 6 through 9 and Series 24.
Dan is past president of the Concho Valley Estate Planning Council and former board member of Junior Achievement of Abilene and Disability Resources Inc. He currently serves on the Stewardship Committee for United Way of Abilene and teaches Junior Achievement classes.
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