Dan is a Lead Wealth Manager who helps clients reach their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.
Certifications, Licenses, and Registrations
- Registered Representative with LPL Financial, Member FINRA/SIPC
- CERTIFIED FINANCIAL PLANNER™ professional
- Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
- Accredited Investment Fiduciary®
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelor’s Degree – Accounting; University of Wisconsin – Eau Claire
- College for Financial Planning graduate
