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Dan Altom

Managing Director


Mr. Altom received a degree in Finance from Texas A&M University. His first career was in Business Valuation and Financial Planning at a small public accounting firm. Over the years he has founded, expanded, acquired and sold a number of his own businesses. He has held an assortment of licenses and certifications including the Series 7, 63, Life & Health, Real Estate, Loan Officer, and Certified Mediator.

Dan has served on the Board of Directors for local agencies and volunteered numerous hours throughout the community in charitable and leadership endeavors. Some of those relationships include Yes to Youth, The Woodlands Area Chamber of Commerce, Girl Scouts, Autism Speaks, Magnolia ISD, Education for Tomorrow Alliance, PHA, Ironman Foundation and Leadership Montgomery County.

Dan and his wife Leah live their best life in Magnolia, Texas with their cranky little dog.


Alliance of Mergers & Acquisitions Advisors
International Business Brokers Association
M & A Source
Chambers of Commerce
Better Business Bureau

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