Dan Haines, CFP®, CFA

Dan joined Voisard Asset Management Group in 2024 as a Senior Wealth Manager. He is responsible for the development of comprehensive wealth management plans, the management of investment portfolios and the development of firm-wide investment strategies.

Prior to Voisard Asset Management Group, Dan co-founded and led an investment advisory firm. Prior to that, Dan worked for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients. Dan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a BA from Calvin College and a MBA from the University of Notre Dame.

Dan serves on the boards of Kalamazoo Loaves & Fishes and Alongside Inc. He grew up in Grand Rapids and now lives in the Kalamazoo area. When he isn’t working with clients, Dan spends most of his time with his wife and daughters. He also enjoys golfing and spending time outdoors.