Born and raised in Rochester, MN, Dan has been helping individuals and families make confident financial decisions since 2012. As a CFP® professional, he specializes in retirement planning, wealth accumulation, and developing personalized financial plans designed around each client’s unique goals, priorities, and vision for the future.
Dan especially enjoys working with households in the middle and later stages of their working careers, helping them navigate important financial decisions as they prepare for retirement and the next chapter of life. His approach is personal and relationship-driven: taking the time to understand what matters most to each client, bringing clarity to complex financial decisions, and building a plan that provides confidence today and financial security for the years ahead.
Outside of work, Dan enjoys spending time with his wife, Carly, and their children, Emma and William. His commitment to his family carries into the relationships he builds with his clients, motivating him to help them make the most of their hard work and prepare confidently for the future