When I was 9 years old, my dad took me along to a financial class where we learned about the Rule of 72 and the math behind compound interest. I remember on that dark winter ride home, my dad telling me “Never forget the Rule of 72”. As a teen, I started investing in mutual funds and individual stocks. This sparked my passion for saving, investing and learning the tools to accomplish long-term goals.
I graduated with a Bachelor of Science degree in mechanical engineering from the U of MN. I am Series 7 and Series 66 registered and hold an insurance license for long-term care, life and disability insurance. I also obtained my AAMS® designation from the College for Financial Planning.
While working at Andersen Windows for 15 years in product and project management, my wife and I worked with an Edward Jones advisor to help set our long-term vision and select high-quality investments and insurance needs.
My wife, Jessica, and I have lived in Hudson, WI since 2002. We are the proud parents of four children and are active in many Hudson area community organizations.
Along with Pam Burke, my branch office administrator, we utilize established processes and partner with our clients and their trusted professionals (CPA, Attorney) to properly set expectations, communicate and review progress regularly and provide an exceptional client experience. Our branch goal is to maintain personalized financial strategies including planning for retirement, tax considerations, or leaving a legacy while utilizing advanced technology and software.
Our primary focus in our branch is to work with individuals, families and business owners who are nearing important milestones in life such as retirement, selling a business, or creating a legacy for charities or future generations. Whether you live in Western Wisconsin, the greater Twin Cities or anywhere in the country, we have the ability and technology to serve you as a valued client.
- Wealth Strategies
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
Office Address325 Vine Street
Hudson, WI 54016 opens in a new window
Phone NumberDan Timmerman at (715) 386-7337
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