As a successful professional, I recognize that you have to work hard to create a lifestyle that allows you to pursue your passions and interests, knowing you can continue this active life in retirement is your ultimate goal and often your constant concern.

As an outdoor enthusiast, I have learned that staying healthy, physically and spiritually is the formula for living a long, full and enriched life. Knowing you have the time and resources to pursue your interests is vital to your peace of mind.

My true value as your Financial Advisor is to help you manage and position your wealth to support you desired life, encourage you to pursue your interests and passion without worrying about managing money on a daily basis.

About Dan
My true value as your Financial Advisor is to help you manage and position your wealth to support you desired life, encourage you to pursue your interests and passion without worrying about managing money on a daily basis. Dan has been an instructor at the University of Wisconsin – Milwaukee School of Continuing Education since 2006. He earned a B.A. in Management and Communications and a liberal arts degree from Concordia University in Mequon, WI. He subsequently received his general securities license.

Dan is active in community service, having served on two separate nonprofit boards, including the Civic Music Association of Milwaukee. When not working, he spends time with his wife, Jill, as well as his two daughters. He is an avid runner, Road Cyclist, all-around “silent sports” enthusiast and active member of the Ice Age Trail Alliance.