Planning for your financial future can feel like an overwhelming task. Dan enjoys being able to break it down to an easy to understand conversation based on the specific needs of the client he is working with. Dan’s promise to each client is a new level of attention and insight to their specific financial situation.
Graduating from the University of Wisconsin-Stevens Point, Dan holds a degree in business administration with a minor in economics. Dan resides in Stevens Point, Wisconsin, and in his spare time enjoys hunting, fishing, golfing, and vegetable gardening
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies