When it comes to investing, having someone on your team with the experience and knowledge that comes from years spent working in the financial services industry is a major asset. Add in the thousands of associates and advanced technology of Edward Jones, and you have the tools to help you make informed financial decisions through every chapter of life.
I've gotten to work in a nonprofit as well as in corporate finance. What I have come to recognize and love most in my work is the reality that everyone has a unique story that is unfolding. My team and I have an established process to listen to what is most important to our clients. Then we partner with them to establish specific goals and recommend personalized strategies to help them be successful.
No one is an island and we all need wise council speaking into our life. My father-in-law has been a financial advisor with Edward Jones for over 20 years. He has been a tremendous mentor for me and continually demonstrates how our firm strives to do what is right for our clients. We have been entrusted with our clients dreams and we take very seriously the opportunity to change lives.
My wife, Elise, and I live in Lakeville with our three young kids, Clara, Micah and William. We love riding bikes to nearby parks and spending time with our family and friends. I enjoy playing golf, making pizza and going to the family cabin.
Serving in the community is important to our family. We enjoy participating in church activities, volunteering with Feed My Starving Children and serving in Bible Study Fellowship.
As you face the big financial crossroads of life, selling a business, retirement, job change, death of a family member, divorce or other major life events, know that you don't have to go through it alone. I honestly love what I do and I'm happy to help. Talk to you soon!
My Personal Interests
- Spending Time with Family
Phone NumberDan Engberg at (952) 898-0464
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