Dan Courtney is an Investment Advisor with RubinBrown Advisors and a Partner with RubinBrown LLP. Dan works closely with clients, helping them define their objectives and leading them in the development and execution of comprehensive financial plans. He brings more than three decades of experience to the firm and the clients he serves.
Education
B.S.B.A., Management, Southeast Missouri State University
Certificate, The Wharton School, Investment Management
Experience
Financial planning
Investment advisory services
Professional Organizations
Member, CFP Board
Member, National Association of Personal Financial Advisors