Dan Haines, CFP, CFA, MBA is a seasoned financial professional based in Michigan. Haines co-founded SummitView Advisors to assist busy professionals and entrepreneurs in making sound financial decisions. With an MBA in Finance from the University of Notre Dame and a B.A. in Economics from Calvin University, Haines has the education and the experience to help clients achieve their financial goals. Prior to SummitView Advisors, Haines worked as a Lecturer and Senior Fixed Income Analyst at Western Michigan University and Greenleaf Trust, respectively. He also served as an Investment Strategist at Zhang Financial and currently serves as a Co-Founder and Advisor at SummitView Advisors.

Haines' areas of expertise include financial planning and investment management. He helps clients navigate complex financial decisions such as 401(k) management, business exit strategies, stock options and RSUs, and tax optimization. Through his partnership-based approach, Haines empowers clients to achieve their financial goals, freeing up their time and energy to focus on family and work.