Advisor profile


My approach

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. I can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement®approach, we’ll work together to identify personalized financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RIA Registered Investment Advisor
  • Series 6 - Investment Company Products/Variable Contracts Representative Examina
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • BA in Business from University of Oregon

Interests

Originally from Oregon, Dan and his family moved to the Midwest in 1993. Dan enjoys walking outdoors, Tai Chi, travelling and watching his granddaughter dance in jazz, ballet and modern dance.

Community participation

Proudly supports Wounded Warrior Project and Warriors to Work.

  • Boy Scouts of America - 28 Years
  • Volunteer - Reno County Food Bank

Professional associations

  • University of Oregon Alumni

Previous experience

  • UVEST/LPL, 10 yr 5 mo.
  • Banc of America, 6yr 1 mo.
  • Commerce Brokerage, 2 years
  • Prime Vest Financial Services, 10 years

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.