Bio

Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)

Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus

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.

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Team Members

Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Lesa R. Bishop
Client Support Assistant & Office Coordinator
Gretchen F. DeVries
Client Support Assistant
Cooper T. Crawford
Portfolio Manager Assistant
T. Patrick Foy, CFP®
Portfolio Manager Assistant

Relevant 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