Dan T. McCaslin, CFP® serves as Chief Operating Officer (COO) and Principal Advisor at Evolution Vision Wealth Management. With over two decades of experience in the financial services industry, Dan brings a depth of expertise and leadership to the EVWM team.
As a Certified Financial Planner™ professional, Dan combines strong technical knowledge with a longstanding commitment to exceptional client service and relationship management. His diverse professional background across multiple industries provides him with a well-rounded perspective, enabling him to connect meaningfully with clients and address their unique financial goals with insight and empathy.
Dan is passionate about empowering individuals and families through education in financial literacy, investment strategy, and sound money management. His approachable style and dedication to client success are central to his advisory philosophy.
A Colorado native, Dan earned his degree in Business Administration from Colorado Mesa University and obtained his CFP® designation in 2017.
Outside of his professional and community commitments, Dan enjoys spending time with his family, working on cars, and pursuing his interest in fine timepieces and bourbon.