Dan Roe is a principal with Budros Ruhlin & Roe and its Chief Investment Officer. He is a CERTIFIED FINANCIAL PLANNER™ certificant.

Dan has been a guest speaker on retirement planning and investment issues and featured or quoted in many national media forums, including The Wall Street Journal, Newsweek, Bloombergs Personal Finance and Wealth Manager magazines, US News & World Report, The New York Times, Investment News, Financial Planning magazine, WOSU-AM radio, and on the widely followed Internet site, TheStreet.com.

In 2002, Dan was named one of 100 Great Financial Planners by Mutual Funds Magazine.

Dans credentials include:
Bachelor of Science degree from Miami University
Member of the Financial Planning Association (FPA)
Member of the National Association of Personal Financial Advisors (NAPFA)
Past president of local IAFP (now FPA) chapter
Trustee of the Phi Delta Theta Walter B. Palmer Foundation