Dan is a Partner at Porte Brown who operates out of the firm’s Elk Grove Village office. He leads the Estate and Trust department where he assists clients and other professionals with estate and gift tax planning and the related tax preparation. Dan is also a member of the Tax Services practice where he provides tax and advisory services for businesses and individuals. Furthermore, Dan is actively involved in providing accounting & advisory, business consulting, and valuation and transition planning services for closely held businesses.
Dan enjoys his role at Porte Brown because it allows him the opportunity to help small businesses, organizations, and individuals achieve their goals. He believes it is very important for his clients to have a trusted advisor who will offer guidance and advice that will help lead to their financial success.
Business Valuations and Transition/Succession Planning
B.S., Business Administration (double major in Finance and Economics), Valparaiso University
Certified Public Accountant
Certified Valuation Analyst
Civic and Professional Involvement
American Institute of Certified Public Accounts: Member
National Association of Certified Valuators & Analysts: Member
Trusted Advisors Council: Member
Greater North Shore Estate & Financial Planning Council: Member
At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!
Did you know Dan...
• Plays the guitar!
• Played baseball in college!
• Loves playing 16-inch softball, a Chicago pastime!
• Went skydiving!
• Loves coaching his kids’ sports teams!