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Dan Mayes, CWS®, AIF®, has an extensive work experience in the financial industry. Dan started their career at First Allied Securities, Inc. in 2008, where they held various senior-level positions such as SVP Strategic Business Consultant, SVP Program Sales, and SVP Succession Planning and Business Acquisition. In 2015, they joined Cetera Financial Group as SVP Succession Planning and Business Acquisition. Their roles have focused on strategic business consulting, program sales, and planning for succession and business acquisition.

Dan Mayes, CWS®, AIF® graduated from Fort Lewis College in 1989 with a degree in Business Administration, focusing on Finance.