Leveraging over 26 years of experience, Dan helps individuals and families make good decisions with their money. With a focus on financial strategies, Dan helps clients through client-focused strategies to mitigate risks, manage wealth and prepare for retirement income.
Dan and his wife Heather live in Cedar Rapids. They have 3 children, Lincoln, Maleaha and Ella. Outside of the office, Dan enjoys traveling, cooking, reading and spending time with family.
Credentials
- Chartered Life Underwriter
- Chartered Financial Consultant
- Master of Science in Financial Services; The American College
- Series 7, 63 & 65
- Life and Health Insurance Licensed
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
- Bachelor of Arts; Coe College
Associations
- Society of Financial Service Professionals, Past President of Eastern Iowa Chapter
- Junior Achievement
- Big Brother Big Sisters