Advisor profile


My approach

Dan Yancy - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Dan Yancy - My approach photo

Areas of focus

  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Physics, United States Air Force Academy, Colorado Springs, CO

Interests

  • Fitness
  • Jazz
  • Traveling

Community participation

Small Business Administration Score Volunteer - Business Mentor

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.