About – Dan Haines

Dan Haines, CFP®, CFA

Co-Founder & Advisor

Dan co-founded SummitView Advisors with a mission to help busy professionals and business owners make the most of their finances. Dan knows from personal experience how the demands of work and family life leave little time to spend on making key financial decisions. By partnering with his clients, Dan helps them identify their goals and, through the financial planning process, decide on the best steps to take toward achieving them. This allows clients to free up their time and energy to spend elsewhere.

Dan loves to dig into the weeds of complex planning strategies, while keeping the focus on the big picture. Dan works with clients in Kalamazoo, MI; Grand Rapids, MI and also virtually with clients across the country.

Prior to co-founding SummitView Advisors, Dan worked for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients. After working at these larger organizations, he wanted to start a firm where he could give a more personalized experience and specialize in who he worked with. Dan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a BA from Calvin College and a MBA from the University of Notre Dame. Dan also teaches an investment class at Western Michigan University.

Dan serves on the boards of Kalamazoo Loaves & Fishes and the CFA Society of West Michigan. He grew up in Grand Rapids and now lives in the Kalamazoo area. When he isn’t working with clients, Dan and his wife, Claire, spend most of their time chasing around after their two young daughters. They also enjoy hiking along the lakeshore, playing a quick nine holes, and trying to find the best Tex-Mex restaurant at whatever city they are in.

 

Get There

SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

250 Monroe Ave NW, Ste 400
Grand Rapids, MI 49503
616-425-2150

 

251 N. Rose Street, Ste 200
Kalamazoo, MI 49007
269-459-3090
contact@summitviewadvisor.com
Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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