DANIEL BRUSH, CPA, CFP, PARTNER
Dan joined Godecke Clark in 1993 as a Staff Accountant and became a Certified Public Accountant in 1995. He attended the University of Wisconsin in Milwaukee, obtaining his Bachelor’s degree. He spent 20 years in the automobile industry and then as a financial consultant for Prudential Securities prior to pursuing a career as a CPA.
His varied background gives a powerful base of experience when it comes to financial issues, securities, and financial and tax planning. He has expertise in the areas of inheritance and trust matters and is a Certified Financial Planner (CFP). He works with clients to identify and reach their tax, financial, and estate planning goals.
Dan also holds a license as a Registered Investment Advisor. In addition, he is a member of the FINRA Board of Arbitrators, which is a volunteer group of professionals who arbitrate disputes between individuals and brokerage firms. Due to his experience and expertise, he is often selected to arbitrate cases involving securities and brokerage matters that have serious tax consequences.