As a CERTIFIED FINANCIAL PLANNERTM Professional, Dan has a diverse set of skills and responsibilities. He works with many of our clients on asset allocation and selection to full retirement, estate and insurance analysis and planning. Believing strongly in the value of fee-only unbiased advice, Dan is a member of the National Association of Personal Financial Advisors (NAPFA) and currently serves on the South Regional Board as well. As a Professional Plan ConsultantTM he manages our corporate retirement program. Prior to joining Davidson Capital he worked as a CFP® Professional at a Registered Investment Advisory firm in South Florida. Dan started his career with IBM in the Business Consulting and Financial Services Divisions where he worked with several federal and state agencies to improve their technology and efficiencies. Dan also brings a hefty global perspective as he and his wife spent 21 months traveling around the world in 2009-2010; something they won’t soon repeat with their twin daughters, Amira and Nora, their son Samuel, and their lab Waldo.
Stan Dyl, CPA
With more than 30 years of experience guiding clients through complex financial planning situations, Stan has seen the value of developing comprehensive plans that help clients achieve their life goals. He began his career as a senior tax consultant with PricewaterhouseCoopers where he developed tax planning strategies for individuals, partnerships, and corporations. With a diverse background in financial, tax, and investment planning, Stan founded Davidson Capital in 1996 to provide comprehensive wealth management services to individuals, families, trusts, and corporations. Having witnessed the drawbacks of sales oriented financial service models, Stan envisioned an independent firm without conflicts of interests, where the client would always come first. He is a Certified Public Accountant and has been named a Five Star Wealth Manager by Charlotte Magazine. Stan serves as the Treasurer for the Charlotte Economics Club and is involved with Our Town's Habitat for Humanity. Outside of work Stan enjoys reading, kayaking and biking at the Carolina coast, traveling, and skiing with his wife and two daughters.
Daniel Tobias, CFP®, PPC™
Senior Financial Advisor
Kimberly brings a diverse financial background with more than 20 years of banking and financial services experience to Davidson Capital. After starting her career in the mid 90's with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Kimberly enjoys working with clients to ensure they achieve their financial goals and are actively living the life they imagined. She has a breadth of experience and knowledge in investor relations, operations and on-boarding. Kimberly managed a boutique wealth management practice in Sarasota, Florida before relocating to the Lake Norman area with her family in early 2017. Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, hiking and spending time at her mountain home with her husband, two children and daughter-in-law.
Grant assists with retirement planning, client service, tax analysis, and other facets of the financial planning process. Grant is a graduate of Virginia Tech where he received his bachelor’s degree in Applied Economic Management and completed the CERTIFIED FINANCIAL PLANNERTM Certification Education Track. In his spare time Grant enjoys live music, playing guitar, and hiking – a hobby he picked up in his home-state of Virginia.
Taylor graduated from the University of Georgia where she received a bachelor’s degree in Financial Planning. She is currently working toward attaining a Certified Financial PlannerTM certification. Outside of work, Taylor enjoys reading, hiking, trying out new restaurants and live music.