Daniel S. Stauffer III, PhD

Daniel S. Stauffer III, PhD

Investment Executive

Prior to joining Plan 4 Financial Design, Dr. Stauffer spent the majority of his career in leadership roles with organizations focused on providing social services to marginalized populations including housing, education, mental health, and substance abuse. Notably, Dan served as Chief Operating Officer of an arts in education social enterprise, effectively tripling organizational capacity and successfully executing a four-year, $2.5M research grant through the United States Department of Education. 

Today, Dr. Stauffer brings this wealth of experience to the financial advisory realm. With his unique background, infusing financial strategies with a deep understanding of social justice issues, Dan is helping to contribute to a vision where every community member can thrive.

Dr. Stauffer currently holds the FINRA Series 7 and 66 through LPL Financial.

Dan lives in the Kalamazoo area with his wife Nikki and their three children.