Emporia

Professional Memberships

American Institute of Certified Public Accountants  (AICPA)
Kansas Society of Certified Public Accountants (KSCPA)
National Institute for Excellence in Professional Education (NIEPE)

Credentials

Certified Public Accountant - KS (CPA)
Certified Specialist in Estate Planning  (CSEP)

Background:

Lives in Lebo, KS

Graduate of University of Kansas

Daniel R Robertson, CPA, CSEP

Dan joined the firm in 1997 and became a shareholder in 2000 and is currently the office manager of the Emporia, KS office.  His primary responsibility is leading our tax team in the Emporia location where we provide tax preparation and consulting.  He also provides our clients with estate planning and succession planning services. He has been a Certified Specialist in Estate Planning (CSEP) since 1999.

Dan volunteers for various organizations.  He is currently the treasurer for the Rotary Club of Emporia.  He on the Board of Directors and Past President of the Emporia Arts council.  He is involved with the Emporia Area Chamber of Commerce as a Chamber Ambassador.  He graduated from Leadership Emporia in 2000, and is currently a Leadership Emporia Alumni member.

Dan is married to Angela and has two daughters, Jennifer and Jessica.  Family comes first in Dan’s life, yet he is very driven by his profession.  Honesty and positivity are high on his list of traits to possess while managing the Emporia office.  He strives to be a good listener and is very vision focused.  He also strives to be a healthy person who exercises regularly and eats healthy foods.  You may find Dan during the offseason at  local 5K and 10K running events with his daughters.

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