Dan Killian acts as the financial and operational “quarterback” for his clients’ business activities. He manages a team of business management professionals and oversees strategy and planning to help his clients achieve their business and personal financial goals. Using a holistic approach, he caters to every client’s individual needs through budgeting, financial planning, managing their accounting process and overall financial education. This approach allows clients to confidently make decisions that keep their businesses running with the best possible insight and information, ensuring their financial well-being for years to come.
Behind the Scenes
In 2017, Dan completed NYU’s certificate of financial planning program and earned his Certified Financial Planner designation. Dan is a regular volunteer with Big Brothers Big Sisters of Middle Tennessee. He also serves on the board and as a pro bono financial planner through the Financial Planning Association, an organization that provides resources for underserved communities. Passionate about health and fitness, Dan took the initiative to create a wellness program at FBMM.
Did you know?
• Dan’s career highlight? Seeing a client go from playing 200-capacity clubs to 13,000-capacity arenas.
• Musically inclined himself, Dan enjoys playing the mandolin in his spare time.
• In his free time, Dan enjoys anything active and outdoors, and spending time with his wife and son.
• His go-to karaoke song is “Friends in Low Places” by Garth Brooks.