Dan is a senior trust investment officer with Arvest Wealth Management. He focuses on helping people and institutions grow by managing and protecting their wealth. Dan takes a comprehensive approach to wealth management including asset allocation, investment strategy and risk management. He brings extensive financial knowledge and a friendly demeanor to every client relationship, striving to exercise prudent judgment and care for his clients.
A fourth-generation Oklahoman, Dan graduated from Oklahoma State University with a bachelor's degree in history, followed by Oklahoma City University with a master's degree in business administration, and most recently completed all PhD coursework from Texas Tech University in financial planning. He is a Chartered Financial Analyst® charterholder and is a CERTIFIED FINANCIAL PLANNER® professional. Dan has worked in the investment industry since 1998 and ran his own investment company from 2000 to 2012. He was a finance instructor at Northeastern State University from 2013 to 2017, teaching courses in investments and personal finance.
Before joining Arvest in 2022, Dan was the director of investments at a wealth management firm in Edmond, OK where he managed assets for high-net-worth clients.
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