The ability to impact lives has always been my passion. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I strive to serve clients with an unbiased approach.
I grew up in the suburbs of Chicago. I currently reside in Greenville, SC with my wife and best friend. We have two boys, one girl and a Yorkie. Outside of the office, I am coaching or attending our children's sporting events. We are actively engaged in the ministry at Grace Church. Our oldest son has a passion for music and soccer, our other son loves art and all things Marvel and our daughter enjoys reading and crafts.
I received my undergraduate degrees from Bob Jones University in Greenville, SC. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as my Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Art & Theater
- Coaching Sports
Phone NumberDan Egerdahl at (864) 255-5014
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