Dan lives in Sartell, MN, with his wife and six children. He grew up in southwest Wisconsin and moved to the St. Cloud area in 2014.

Having the ability to impact other’s lives positively is Dan’s focus. He began his working career as a physical therapist and enjoyed the challenge of solving difficult cases. This carried over to his career as a financial professional. 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 new way of thinking, allowing clients to maximize their lifestyle.

Dan’s goal is to become a local resource for those who work with him. He wants to build relationships and establish conversations that merit purposeful dialog around faith, family, fitness, and finances. Life requires a focused effort in each of these life catergories. Not necessaarily balance, rather an intentional focus and effort.