With more than 40 years' experience as a Financial Advisor, Dan is dedicated to helping his clients meet their financial needs and goals. Before entering the financial services industry, Dan graduated from Davidson College with a Bachelor of Arts in Economics. He began his career as a Financial Advisor with the Robinson Humphrey Company in 1983, and joined Wells Fargo Advisors predecessor firm A.G. Edwards and Sons in 1989. Having served as a Branch Manager for several years, Dan is now acting exclusively as Managing Partner and Senior Financial Advisor of Newsome Wealth Management.

Dan has been recognized as a 2022 - 2026 Forbes Best-in-State Wealth Advisor.*

*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). View award disclosures

Michael joined the team at Newsome Wealth Management in late 2015, after graduating from the Coles College of Business at Kennesaw State University with a degree in marketing and a focus in finance and economics. He brings a thoughtful and detail-oriented approach to every relationship, with a deep commitment to understanding each client’s unique financial goals. Whether guiding families through long-term planning or helping clients navigate complex financial decisions, Michael tailors his expertise to meet clients where they are—and where they want to go.

Austin joined Newsome Wealth Management in July of 2023 after four and a half years at Wells Fargo.  Austin is a 2017 graduate of Davidson College, where he double majored, obtaining a Bachelor of Arts Degree in both Political Science and German.  His experience as a Financial Advisor at Wells Fargo Advisors and his time as a Senior Premier Banker at Wells Fargo helps Austin provide valuable insight into the complex financial needs of our high net-worth clients.  He contributes to the strategic direction of the company and splits his efforts between portfolio management, business development and client engagement.