Dan and his wife Krista have two sons, Calvin and Henrik. Dan enjoys golf in the summer and hockey in the winter, along with coaching his boys’ sports teams. Dan and Krista enjoy family time, travel, and hosting meals for friends and family.
Dan brings over 20 years of financial planning knowledge and experience to help his clients build comprehensive plans that bring clarity to their financial decisions and help them prioritize how to spend their time, energy, and resources to pursue their goals. One reason Dan’s clients value his knowledge to guide them through the financial decisions of life is his ability to make complex financial matters easy to understand.
“I enjoy learning each client’s story to better understand their financial goals and reasons behind them,” says Dan, “then, I collaborate with them to create a plan and accountability to implement the plan, which will help them towards their goals.”
Dan’s parents inspired him to become a financial advisor. “My father shared their 401(k) statements with me when I was in high school and encouraged me to visit with their advisor to start investing,” recalls Dan. “I have wanted to help others the same way ever since.”
Comprehensive Financial Planning
Investment and Risk Management
Retirement Income and Distribution Planning
Estate Planning
DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial
Bachelor of Arts, Organizational Management, Gustavus Adolphus College
Series 7 FINRA – License for general securities (stocks, bonds, mutual funds, ETF)1
Series 63 NASAA – License for federal and state securities regulations1
Series 65 NASAA – License for investment fee-based advisory services
General Insurance License, MN Department of Commerce – for traditional insurance (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.
1Series 7 and 63 held with LPL Financial and Series 65 held with Great Valley Advisor Group.
Volunteer, Youth Sports Coach
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