Helping clients form their individual goals and guiding them on their path is one of Dan’s greatest passions. His attention to detail coupled with the ability to listen and understand every person’s unique situation is how Dan helps clients through the uncertainties and complexities of life. Dan believes that having a sound personal financial strategy is the key to unlocking many of the joys of life. Dan is an expert and enjoys working with Next-Generation Professionals.
Education and Experience
Dan has over 15 years of financial services industry experience, initially in compliance and sales supervision roles. In early 2018, he decided to apply his industry knowledge to his passion for working directly with clients by joining Integrated Equity Management as an Associate Private Wealth Manager. Dan is a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) and currently holds his FINRA Series 4, 7, 24, 53, and 66 securities registrations through Commonwealth Financial Network®, along with Life, Accident, and Health licenses, and is a Registered Principal. Dan earned a degree in Economics from the College of St. Scholastica in Duluth, Minnesota.
Dan lives in Highland Park, Minnesota, with his wife, Maggie, and their daughter Audriana (Addie) and sons Thomas and Jack. Together they enjoy neighborhood walks, especially if a stop at Menchie’s for frozen yogurt is involved. Dan also enjoys summers filled with cabin trips, golfing, baseball, and barbeques with family and friends.