Daniel Burke

Office Manager

Dan works to ensure the firm maintains a thorough and up-to-date understanding of financial planning concepts, new techniques resulting from legislative changes, and compliance requirements. Dan has spent 18 years in the financial sector working for a variety of institutions in financial planning, supervision, and compliance roles.

In 2012, he earned the CFP® designation, Dan is a (ChFC) and (CLU), which are certifications offered by the American College of Financial Services. He earned an MBA in Accounting from Baldwin-Wallace University and a Master of Organizational Leadership from Malone University.


Dan is a lifelong Cleveland-area resident, and he currently lives in Berea, Ohio with his wife and their 6 children.

Phone (330) 664-2288
Fax (330) 664-2287