Dane joined Intrua Financial as a Partner in 2015. Beginning his financial services career in 1999 with Prudential Securities, he has worked with UBS and Southwest Securities before joining LPL Financial. Dane’s specialty is managed portfolios, focusing on wealth management, retirement, client education, income and estate planning strategies.
A proud graduate of Texas A&M, Dane earned his BBA in Finance. He holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, 63 (Uniform Securities Agent State Law) registrations through LPL Financial and Series 65 (Uniform Registered Investment Adviser Law) registration through Intrua Financial.
Dane is a native Houstonian. He and his wife Erin have two children, Georgia Kate and Wilson. Dane is an avid waterfowler and fisherman. He loves coaching his kids’ softball, baseball and football teams. He enjoys classic cars and watching college football.
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” - Warren Buffet