Dan Wood
Associate Member
Dan Wood works with small businesses, families, and individuals helping to secure their financial futures by developing, implementing, and monitoring personalized wealth accumulation, protection, and distribution strategies. Dan provides clarity on financial strategies people currently have in place and on highly beneficial strategies they may not be familiar with. He develops plans that will help his clients achieve their goals, while providing them with a genuine understanding of any and all strategies recommended.
A climate of economic uncertainty breeds genuine concern in peoples’ minds about whether the financial assets they’ve spent their lives accumulating will last through their retirement and beyond. Dan is committed to a mission of positioning his clients’ money so that it’s protected from the eroding forces of market volatility, excessive taxation and inflation to maximize their money supply so they can enjoy their hard-earned wealth for as long as they live.
In addition to helping his clients, Dan is the Assistant Hockey Coach at DePaul University in Chicago and also the Assistant Varsity Hockey Coach at Adlai Stevenson High School in Lincolnshire, his alma mater. He holds a Bachelor of Science in Finance from Miami University, Oxford, OH. Dan married his wife, Katie, in 2015 and they have two children. They enjoy traveling the world and spending time with their German Shepherds, Parker and Bailey.
Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser