Dan has been in the financial planning business since 1999. He graduated from the University of North Dakota in 1998 with a double major in Economics and Financial Management. Dan provides his clients full-service financial planning with a focus on retirement planning by supporting people who are in or near retirement. He is an active volunteer with the Big Brother and Big Sister program. In his spare time he enjoys the racing and breeding aspects of the thoroughbred industry.
Services & Client Experience:
As an independent financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
I specialize in Comprehensive Financial Planning which may include the following:
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
Minneapolis MN 55426