Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Dan Kane

Dan Kane

CFP®, CRPC®, APMA®

Financial Advisor

Associate Vice President
Visit Dan Kane's website

Team

Kathy Danielson

Kathy Danielson

Registered Client Service Associate