Hi…I’m Daniel!

Thank you for scheduling a visit with me…I look forward to meeting you!

Please take a moment and watch the video I’ve created for you. It will describe my background, my philosophy on financial planning and what to expect from our first visit. Here is a little bit more about me…

Born and raised in north central Wisconsin, Daniel attended University of Northwestern - St. Paul and earned a Bachelor’s degree in Business. Daniel loves to work with and serve people. As a financial advisor, he enjoys bringing clarity and confidence to his clients while working on their financial path, as well as guiding them towards leaving a financial legacy for the people and organizations that are the most important to them.

*For the time being, we are scheduling Zoom calls for all prospects and clients.