Trusted. Experienced. Reliable. Optimistic. Committed to clients. Commitment to excellence. These are characteristics that you will find when working with me. Throughout my career, I have been driven by a sense of responsibility that goes with helping my clients to shape and achieve their financial well-being.
It is essential to stay current on the constant changes in investment, tax and legislative issues. I make this a priority by keeping up on daily events, engaging experts for their insights and opinions and building relationships with other professionals. Advisors owe it to their clients to be diligent in consistently gaining knowledge in this changing world. In this way, I am better able to educate my clients, so they can make good financial decisions.
I specialize in working with people who are approaching or already in retirement. Withdrawing income from a portfolio is very different than accumulating wealth and takes more attention from the advisor. By using sound strategies, I strive to give you higher income, satisfying retirement years and a lasting legacy.
I extend this expertise to businesses, working with 401(k) plan sponsors and participants to establish, monitor and grow their personal retirement savings. I have a passion to try to help employees achieve better results through guidance and personalized service.
Finally, I treasure the relationships that have been built with our clients over the years. I would welcome getting to meet you to see how I may help you on your journey!
Dan has been in the financial services industry since 1982 and is a graduate of St. John’s University in Collegeville, MN. He is a Chartered Financial Consultant ® designee and Retirement Income Certified ® Professional through The American College of Financial Services and an Accredited Investment Fiduciary ®designee from fi360.com. He is on the Board of Trustees for the Pension Plan for Priests of the Diocese of Winona-Rochester and is Treasurer for the Choral Art Ensemble in Rochester, Minnesota.
Dan and his wife, Kim, reside in Rochester and together have 6 children and 7 grandchildren (under the age of five!). He enjoys singing, photography, following Minnesota Twins baseball and traveling in the mountains.