Advisor profile


My approach

Dan Cary - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Dan Cary - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Charitable Giving
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, University of Missouri 1984
  • Master of Arts, University of Kansas 1993

Interests

  • As an Army Veteran, I enjoy sponsoring a Veterans lunch each November.
  • I love classic cars and enjoy attending car shows. My favorite is in Ottawa.
  • I enjoy fishing, hiking and Alaskan adventures.
  • I enjoy boating on Clinton Lake.
  • I love to travel. My favorite destinations are the National Parks.
  • I am a black belt in Tae Kwon Do, having been trained by Grand Master Park.

Community participation

I am a current member of the Lawrence Chamber of Commerce, the Antique Automobile Club of America, and First United Methodist Church. I am also involved in Boy Scouts and the Lakeview Hunting and Fishing Club. I also serve as a member of the Lawrence Salvation Army Advisory Board.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2010