Daniel Lohman, CIMA®
Senior Relationship Specialist
Daniel is a Senior Relationship Specialist at Avantis Investors. Prior to joining Avantis Investors, Daniel served as a Regional Wealth Management Specialist at American Century Investments. In this role, Daniel was responsible for developing and managing client relationships and developing business, primarily in the Mid-Atlantic region.
Daniel earned a bachelor of science in business administration with an emphasis in finance and a minor in economics from the University of Missouri-Columbia. He also holds his Series 7 and 63 licenses and CIMA® credentials.