Most memorable vacation: Outer Banks 2018 for Our Wedding at the beach!

Favorite hobbies: Fishing, Golf, Travel Hacking, Cheering on the Buckeyes, all Boston sports teams, and of course Tom Brady.

Future plans: Growing our family and continuing to get involved in the NW Ohio community


Dan Acheson, CFP®, EA

Financial Advisor

As a Certified Financial Planner® and Enrolled Agent, Dan serves as both a client advisor and tax preparer. He attended Emerson College in Boston and graduated with a degree in Broadcast Journalism and a minor in Marketing. Dan spent the first seven years after college as a Radio Broadcaster and Media Relations professional in Minor League Baseball and NCAA basketball. He performed play-by-play duties for the Cubs, Red Sox, Phillies, Yankees, and Brewers minor-league affiliates as well as MLB.com, and the Air Force Academy’s Men’s Basketball team.

 

Dan and his beautiful wife, Karli, live in Toledo with their baby son, Bode and their two sweet dogs, Henry and Gary. Dan hails from the great state of New Hampshire (the best kept secret in the United States) and looks forward to visiting his family there a few times a year. He loves to travel and would love to have visited each state and national park in the next 10 years.