Dan is committed to helping clients achieve their goals through comprehensive financial planning. He enjoys building relationships and takes pride in his attention to detail.

Dan is a graduate of the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Dan is a CERTIFIED FINANCIAL PLANNER^™ [CFP®] and Accredited Investment Fiduciary [AIF®].

Outside the office Dan enjoys golfing, watching sports, and spending time with friends and family. Dan currently lives in the historic Lowertown neighborhood in Saint Paul.