Work with Dane
My clients are successful families who want to take the next step. They've built something impressive—professionally, financially, and personally—but are now at a transition point. Whether that means scaling a business, preparing for retirement, navigating a liquidity event, or simplifying complexity, they don’t want to do it alone anymore.
They’ve done a great job managing things themselves, but now they’re ready to level up—by offloading the 80% that’s no longer their highest and best use.
That’s where I come in.
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I work with successful high-income and high-net-worth families to coordinate the four cornerstones of a durable financial plan—Risk, Investment, Tax, and Estate (what we call the RITE™ framework at Members’ Wealth). Together, we preserve, grow, and evolve wealth so it can endure with intention.
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Business owners and entrepreneurs
Professionals with practices (veterinarians, doctors, dentists)
Highly compensated employees with equity compensation
Families navigating life transitions (retirement, relocation, succession)
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We begin with a conversation—not a sales pitch. From there, we build a plan tailored to your family’s needs. Some clients hire me for comprehensive wealth management; others for targeted strategy or coaching. Either way, you’ll know exactly what we’re doing, why it matters, and what it costs.
This is Wealth Done RITE™.
And for the right families—it changes everything. -
I'm sure you have more questions, and I'm looking forward to learning your unique situation.
