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Meet Dan


Dan Streetman joined the operations team in 2015 and assists with many back-office operations. His enthusiasm for financial planning began in 2008 just after graduating from Richards College of Business at the University of West Georgia with a bachelor’s in Business Administration. Like many of his peers at the time, he was thrust into a less-than-desirable economy. That experience caused him to develop a strong desire to allocate his own monetary resources in the most prudent manner possible.

After college, Dan earned a Certificate in Financial Planning from Emory University and holds the designation of CERTIFIED FINANCIAL PLANNER® practitioner.

Previously, he worked for an online stock brokerage firm and a boutique financial planning firm in the greater Atlanta area serving high net worth clients.

In his free time, Dan is an avid reader. He also is a collector of foreign currency.


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