Daniel J. Mittlesteadt, AIF®

Founding Partner

Dan has over 30 years of experience in Financial Investments & Financial Planning. He is registered as a General Securities Principal and a representative with the Financial Industry Regulatory Authority. Dan is a graduate of The Ohio State University with a degree in Business Administration. He holds his Series 7, 24 and 66 along with his Life & Health Insurance Licenses. Dan earned the Accredited Investment Fiduciary Designation in 2022. Attainment of the AIF® Designation demonstrates understanding of Prudent Practices® and the fiduciary methodology.

His approach is to exceed customer service expectations from each client. Dan still maintains client relationships from his first day in his profession, and uses the team approach to help individuals, families, and businesses of all ages in streamlining the financial planning process. This includes current financial issues, and helping clients accumulate the funds necessary for short and long-term goals. 

Community involvement is an important part of any business. Dan has been an active member of the Worthington Chamber of Commerce as well as involvement with The Ohio State University Alumni Association. Dan has spent many hours volunteering for the Sisters of St. Francis of Penance and Christian Charity, with one of his most fulfilling community roles being Finance Chair for the Sisters of St. Francis Providence Fund for a 10-year term. Dan believes in community and has served in various capacities at the Church of the Resurrection, New Albany, Ohio for more than 15-years. In addition, he spent many years as a volunteer with a variety of local sports teams as a coach and in other leadership positions.

Dan believes in balance in life. He has a passion for faith, family and friends which are the main influences in his life. He and his wife Lisa and their son, Jackson, spend quality time outdoors enjoying a variety of outdoor sports in their spare time including, having much fun with their dog, Stella. Reading is another favorite pastime. Dan recommends “The Little Book That Beats The Market” by Greenblatt and his favorite read is “The Intelligent Investor” by Graham.