Dan Routh, CFP® joined Exencial Wealth Advisors as an Associate Planner in March of 2016 in the Oklahoma City office. Dan works alongside the wealth advisors and investment team to research, build and implement financial plans as well as handle day to day communication with clients. Dan also works on Exencial’s corporate retirement plan services team to provide education and guidance to company retirement plan committee’s and their employees.
Originally from Maryland, Dan served as a client associate at financial planning firm outside Washington, D.C. before moving with his wife to Oklahoma in 2015. He earned his degree from Virginia Tech in 2014 in finance and applied economics in the CERTIFIED FINANCIAL PLANNER™ Certification Education track. Dan is an active member of many local groups, including the Stillwater Chamber of Commerce, Central Oklahoma Quail Forever and the Central Oklahoma Financial Planning Association.
Dan resides in Stillwater, OK where he enjoys spending time with his wife Kelsey who is working towards her DVM at OSU-CVHS. They stay very active with their energetic German Shorthaired Pointer that loves to play fetch and chase birds. Dan follows sports closely, especially his beloved Virginia Tech Hokies and Baltimore Orioles baseball team.