Dan Acheson, CFP®, EA

Vice President/Client Advisor/Tax Preparer

Dual-credentialed as a Certified Financial Planner® and Enrolled Agent, Dan is a dedicated financial advisor and professional tax preparer specializing in comprehensive wealth management and advanced tax strategy. As an EA, he also holds the distinction of being able to fully represent taxpayers in front of the IRS. He joined Munn Wealth Management, and the financial services profession, in 2018, following a career in Sports Broadcasting where he served as a play-by-play announcer for many minor league baseball and college basketball teams. Dan graduated from Emerson College in Boston, MA, cum laude, with a Bachelor of Arts degree in Broadcast Journalism and a Marketing minor.

Dan and his beautiful wife, Karli, live in Sylvania with their son, Bode (2021), daughter, Harlow (2026), and their two dogs, Henry and Gary. He hails from the great state of New Hampshire (which he will gladly tell you is the best state in the US) and looks forward to visiting his family there a few times each year. He and Karli love to travel and have a goal to visit every state and national park within the next 10 years. If you are heading to the New England area, or any other destination he’s called home, please let him know—he loves to give recommendations for his old stomping grounds! He currently serves as Treasurer for TEAM (Toledo Elementary Athletics Movement), is the past-Chairman of the Young Life West Toledo Golf Outing, and the past-President of Perrysburg BNI.