President, CEO, & Chairman of the Board
Dan co-founded Maplewood in 2000. He is President, Chief Executive Officer and Chairman of the Board. As Chairman and CEO, Dan is engaged in leading the management team of the firm as well as co-managing the firm’s Clearing Solutions Division and independent consultant business. Dan is also part of a team that offers personalized investment advice for a select group of clients.
Dan began his career in the financial service industry in 1987 at May Financial Corporation where he served as Vice President, Chief Financial Officer and head of the Correspondent Clearing Division. Prior to joining the financial services industry, he was in public accounting.
Dan earned a BBA in accounting from Baylor University. Native Texans, Dan and his wife Cari have a daughter and reside in Dallas. Dan has served on the FINRA District 6 committee twice and held the 2000 Chairman title. He has been on both national and local committees through the years.
Education
Baylor University
B.B.A. 1983
Past Firms
Cheshier & Fuller, LLP 1983-1987
May Financial 1987-1999
Licenses & Certifications*
Series 4, 7,24,27,52,55, 63, 65, 78 & 79
LIfe & Health Insurance
CPA, PFS
*To become registered and licensed to offer securities, state and federal law requires Maplewood financial professionals to pass qualifying exams administered by FINRA to demonstrate their competencies for the securities activities they perform.