Dan Streetman joined the operations team of Jon Baker Financial Group in 2015 where he assists with many back-office operations. His enthusiasm for financial planning began in 2008 just after graduating from Richards College of Business at the University of West Georgia with a bachelor’s in Business Administration. Like many of his peers at the time, he was thrust into a less-than-desirable economy. That experience caused him to develop a strong desire to allocate his own monetary resources in the most prudent manner possible.
After college, Dan earned a Certificate in Financial Planning from Emory University and holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Previously, he worked for an online stock brokerage firm and also a boutique financial planning firm in greater Atlanta area serving high net worth clients.
In his free time, Dan is an avid reader. He also is a collector of foreign currency.
Dan is a registered assistant with Woodbury Financial.