I am fortunate to truly enjoy my work and have a passion for helping guide my clients through their financial journey. This journey becomes meaningful to every person in their own unique way. I take pride in getting to know each of my clients individually and helping them to achieve what is most important to them.

As a proud resident of White Bear Lake, I care about supporting our community today and into the future. Currently, I serve as treasurer for the White Bear Area Food Shelf and Chair of the Board for Marketfest. I am involved with Leadership Tomorrow, part of the Greater White Bear Community Foundation, as well.

Striving to be a continuous learner, in addition holding the Series 7 and Series 66 securities registrations, I have also earned the AAMS® designation.

My wife, Megan, is a teacher in the White Bear Lake Public Schools. We have 10-year-old twins, Wes and Natalie, and in true Minnesota form, we enjoy spending as much time as possible outdoors.

My branch partner, Jen Mackey, is a tremendous asset to the team. She has over 10 years' experience in the financial/insurance industry but above all, is great at developing deep relationships with our clients.

We welcome you to come and meet us!

Dan and Jen

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Backpacking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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