Raised on a small-town farm in Georgia, Daniel W. Fowler “Dan” knows the value of hard work and can appreciate the kind of effort that the average American family puts into saving for retirement. This is why he chooses to take each and every client through a full financial planning process, if they will allow it, and talks about the value of insuring that everything financially, not just their investments, are being taken care of. Dan says “the most important step in the process is to educate clients on what they are actually doing with their money when they invest it.”
After graduating from Piedmont College with a bachelor’s degree in accounting, it wasn’t long until God placed Dan in a position to start using his time and talents to help families and individuals steward their treasures. Through this path he was aligned with the Dave Ramsey organization and worked his way up to becoming a SmartVestor Pro. He currently holds a series 6, 63 & 65 licenses for investments as well as a Life and Health insurance license.
Outside of building and maintaining financial plans, Dan is passionate about his relationship with his Lord and Savior Jesus Christ, being outdoors with his family and watching the University of Georgia bulldogs play football. Dan is married to his beautiful wife Claire and together they have 4 kids; Wright, Charlie, Hadley & Bennett.