Daniel B. O’Mealey, CFP®
Chief Compliance Officer & Director of Financial Services
Dan has been an integral member of the DB&C Advisors team since 2006. His responsibilities include the development and implementation of customized wealth management solutions for families and individuals, installation and servicing of company sponsored retirement plans and managing the compliance and day to day operations of DB&C Advisors, LLC. With over two decades of financial planning experience, Dan is a seasoned professional who has helped clients address a multitude of life changing decisions and events. As a Certified Financial Planner, Dan acts as a fiduciary, meaning his recommendations are driven by the interests of clients, with no corporate agenda or quotas to fill. Dan works closely with the client's tax professionals to deliver tax efficient solutions. He has experienced a wide range of financial market conditions - from bull to bear - going back to 1996. His decision to pursue a financial planning career was inspired by a desire to help people navigate complex challenges and reach their financial goals.
Dan ascribes to an "old school" work ethic. He values and strives to maintain integrity in all aspects of his life. His life journey started with being raised on an island in Alaska, followed by four years in the United States Navy and working for ten years in the tool and die trade. His broad life experience has taught Dan the value of hard work and making opportunities count. Dan graduated from Grand Valley State University in 1996, earning a Bachelor of Business Administration with a Finance emphasis. In September, 2001 he earned the Certified Financial Planner credentials . He participates in both his professional and local communities through his membership with the Financial Planning Association (FPA) and the Holland Rotary. Dan lives in Holland with his wife and children. He enjoys spending time with his family, year-round grilling, sports, exercising, and traveling.
CFP® Certification - The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth the by Certified Planner Board of Standards. The certification is a strong indication of Dan O’Mealey’s status as a qualified, trustworthy financial planner.