How I can help you

1996 to 2020 Owner/President of financial planning/investment management practice. Major responsibilities personal and small business planning, portfolio management. 

2016 to 2020 Board member for private, for profit Ohio based LLC consisting of various private and public investment portfolios

1971 to 1996 President/General Manager of consumer products manufacturing, marketing and distribution business. Major responsibilities: Management of the business. Profit and Loss responsibilities

1968-1971 Controller-consumer products manufacturing, marketing and distribution.

1968 Staff accountant, CPA firm


Areas of Expertise

  • Accounting & Cash Flow
  • Strategy & Planning
  • Operations
  • Marketing, Public Relations & Sales

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services


BBA with major in accounting, University of Cincinnati

Graduate work in business management at Xavier University, Cincinnati, OH

Dan Schonhoft

Communication Methods

  • In Person