portrait of Dan A Worthing

About Dan

My passion as an Edward Jones financial advisor is to partner with our clients to help them live their best lives.

What is the best thing your money can do for you? What is the best thing your money can do through you? When can you retire? How do you know your loved ones will be taken care of when you are gone? These are the questions I help my clients answer. We explore the scope of your financial concerns, including tax mitigation, estate considerations, wealth protection strategies and charitable giving, to tailor a strategy that is appropriate for you.

My wife,...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Business Retirement Plans

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Purdue Univ - West LafayetteMaster of Business Admin
  • Pennsylvania State UniversityBachelor of Engineering

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Running
  • History and Museums
  • Camping

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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