Dan Stich has more than a decade of experience in processing as an outreach consultant. He and his wife Carolyn work as consultants, engaging businesses looking to analyze their processes and pinpoint potential inefficiencies. Solutions related to accessibility and cost optimization are areas of expertise .

In his role as a Financial Advisor, he focuses on assisting small businesses with retirement savings, succession planning, and process improvement. Dan also helps business owners and their leadership teams stay vigilant about bottom-line spending and hidden costs within the organization.

Before embarking on his advisory career, Dan gained extensive experience in Healthcare Administration, possessing a deep understanding of the industry and the daily functions of medical professionals, in both large clinic environments and with individual practitioners.