I am fortunate to truly enjoy my work and have a passion for helping people with what matters most, including planning for retirement, living in retirement and helping prepare for the unexpected.

As a proud resident of White Bear Lake, I care about supporting our community today and into the future. I currently serve on the executive committee of the White Bear Area Emergency Food Shelf as treasurer, am on the Marketfest Board of Directors and am involved with Leadership Tomorrow as part of the Greater White Bear Community Foundation. My wife, Megan, is a teacher in the White Bear Lake Public Schools. We have 8-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

My Personal Interests

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

Office Information

Office Address

4717 Banning Ave White Bear Lake, MN 55110

Office Hours

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

Branch Team

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