Comprehensive Financial Planning
About the Financial Advisor
Dan believes success should be measured not just by your financial well-being but by how confident you feel about your future. He provides his clients with full-service financial planning.
Dan focuses on serving retirees and those close to retirement in Minneapolis, MN.
He serves his clients by helping them reach their financial goals through a personal relationship based on personalized, knowledgeable advice.
Education and Designations
- University of North Dakota, Bachelor’s Degree, Economics and Financial Management
Dan enjoys spending time volunteering with different charities and in the past, he has worked with the Big Brother and Big Sister program. During the summer, he is an avid Twins fan and enjoys taking in a ball game during the summer. In his spare time, Dan enjoys the racing and breeding aspects of the thoroughbred and quarter-horse industry.