Daniel. R Palm, CFP®, CPWA®, CDFA®
Financial Advisor
Dan has spent his entire career at Baird dating back to 2003. His role on The Palm Group is as the Senior Planner overseeing & coordinating all aspects of our client's financial well-being.
Dan graduated from the Leeds School of Business at the University of Colorado and has gone onto study at The University of Chicago Booth School of Business, the Yale School of Management & The College of Financial Planning to attain his designations. He and his wife Courtney live in Centennial, CO with their two children Cal & June. In his free time he enjoys golfing, skiing & playing acoustic guitar. During the summer he is an avid hiker having summited all of Colorado's 58 14ers and now prefers camping & backpacking with family & friends.