Family Office Captain

Dan Rioux

Dan, originally from New Hampshire, attended Texas State University on a baseball scholarship. He graduated with a degree in Engineering Technology. After 2 years of playing professional baseball, Dan worked in the field of engineering and industrial sales, but ultimately found his calling in the Financial Services Industry with New York Life/NYLIFE Securities. After spending 4 years as a financial advisor, Dan spent the next 15 years recruiting, training, and developing financial advisors to establish their own
financial advisory and insurance practice. He has also founded and co-founded businesses in the financial sector focused on financial planning and the advisor/client experience.

Dan’s entrepreneurial experience and passion for developing business owners allows him to design creative strategies, then collaborate and partner with clients to implement the most beneficial financial solutions.

Dan is an advocate of Youth Sports and authored a book specific to helping navigate today’s youth sports with lifelong intention. Dan enjoys playing music, tennis, golf, and is active in his community in his commitment and leadership with Rotary International. Dan and his wife Kristy live in Lakeway, Texas and have three children, Taylor, Hunter, and Addison.


ADV Part 2A


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