Bio
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)
Dan joined Johnson Investment Counsel in 2016 and is the Managing Director of the Central Ohio Market and a shareholder of the firm. Additionally, as the leader of Johnson’s Merger and Acquisition strategy, Dan partners with entrepreneurs and family-owned businesses, integrating their unique visions and goals into our comprehensive approach to investment management, tax optimization, and estate planning throughout every stage of the business sale. Prior to joining the firm, Dan worked in the Hawthorn family office group at PNC as a Vice President, Senior Wealth Strategist. Prior to Hawthorn, he was a Senior Relationship Manager within PNC’s Wealth Management Group. Dan is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED EXIT PLANNING ADVISOR (CEPA®) certifications.
Team Members
Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, PrincipalLesa R. Bishop
Client Support Assistant & Office CoordinatorGretchen F. DeVries
Client Support AssistantCooper T. Crawford
Portfolio Manager AssistantT. Patrick Foy, CFP®
Associate Portfolio ManagerRelevant Work Experience
Hawthorn, PNC Family Wealth,
Vice President, Senior Wealth Strategist
KG Tax and Financial Management Services
Education
The Ohio State University, M.A. Accounting
The Ohio State University, B.S. Finance
Community Involvement
Columbus Zoo and Aquarium
Board Member
The Wilds
Chairman of The Wilds Committee
Grandview Youth Football Association
Board Member (former)
Coach (former)
Memberships
American Institute of CPA’s
Financial Planning Association
Ohio Society of CPA’s
Ohio State University's Estate and
Gift Professional Advisory Council
Highlights & Recognition
Leadership Dayton Class of 2014