Meet Your Dedicated Team

Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs.

Senior Investment Counselor Dan Greenan

Dan Greenan


Senior Investment Counselor


About Dan

Dan joined Fisher Investments in 2014. He has worked in the financial services industry since 2008, with experience as a derivatives trader. He earned a Bachelor of Business Administration in Accounting and Finance from Hope College.

Specialized Service Team

Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.

Craig Callon

Financial Planning Counselor

Craig joined Fisher Investments in 2023 and has worked in the financial services industry for more than 10 years. Previously, he worked as an Advanced Financial Planner and Consultant at Hilltop Securities and Gilhang & Hays Financial Management Group. In addition to being a CFPยฎ professional, Craig earned a Bachelor of Arts and Master of Arts in History from Sam Houston State University and a Master of Theology from Dallas Theological Seminary.

Sanford Scott

Estate Planning Professional

Sanford joined Fisher Investments in 2019 and has more than 30 years of legal experience. Previously, he practiced law in Nevada, specializing in estate planning, probate, asset protection and business transactions. Sanford earned a Bachelor of Science, MBA, and JD from Brigham Young University and holds an LLM in Taxation from the University of the Pacificโ€™s McGeorge School of Law.

Riley Smith

Portfolio Analyst

Riley joined Fisher Investments in 2017. In the Portfolio Evaluation Group, Riley specializes in personalized portfolio analysis and investment strategy recommendations.

Logan Breen

Client Services Specialist

Logan joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from University of South Florida.

James Martuccio

Client Services Specialist

James joined Fisher Investments in 2024. He earned a Bachelor of Business in Finance from the University of Kentucky.

Soren McGrew

Client Services Specialist

Soren joined Fisher Investments in 2024. He earned a Bachelor of Arts in Economics from Bethel University in St. Paul.