Dan has been in the financial services industry for over 30 years. As an Investment Advisor Representative, he has helped many clients make guided decisions about their money. In 2008 Dan approached Tom to partner with him and work on bridging the client relationships that he had built so that when he did decide to retire his clients would be in the best hands possible.
Dan is life insurance licensed along with FINRA 24, 63, 7 licensed. He specializes in financial planning with an emphasis on retirement planning.
Dan has three grown daughters Danielle, Andrea and Christina. He also has four grandchildren, Natalie, Camden, Emma and Audrey, that are the apples of his eye. In Dan's spare time he likes to do some woodworking in his shop and catch a fish or two on his trips up to the boundary waters.