Dan Nicklaus Bio

As President and Partner, Dan Nicklaus will oversee market-facing responsibilities for firm and team development and growth, while continuing the legacy of superior client service. Dan had a long career in banking before pivoting to M&A and Family Office Management. In his last role as a Managing Director, he developed a successful advisory practice focused on Middle Market and Multigenerational Businesses. He has an MS in Finance from Pacific Lutheran University, as well as a BA from Central Washington University, where he currently is a board member of the CWU Foundation. Dan is based out of the company’s headquarters south of Seattle.