About Dan

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Dan lives in St. Cloud with his wife and four children. He grew up in southwest Wisconsin and moved to the St. Cloud area in 2014 to relocate for work.

Dan loves having the ability to impact other’s lives in a positive way. He began his working career as a physical therapist and enjoyed the challenge of solving difficult cases. This carried over to his career change into financial planning. Each case is unique and everyone’s situation is different, but at the end of the day, whether finances or healthcare, the ultimate goal is to provide a solution and solve problems.

Dan is a problem solver. He loves getting to know his clients and helping them discover their true potential. His ultimate goal is to create financial freedom for his family and clients. Dan loves using income producing assets to create residual income streams for clients and believes that every individual has the ability to reach financial freedom if only they have the right information. Dan is passionate about sharing this information to allow his family and friends to break away from the norm and reach true freedom.

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If you resonate with any of these beliefs or know of anyone that would interested in creating a path for financial freedom to live the life you were chosen to live, I would like the opportunity to help you in this journey.

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