Since 1990, Dan has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life. Dan is adept at developing long-term relationships with his clients, with the objective of listening to and understanding their goals. He is then able to provide viable strategies for every element of the wealth management process.
With the insight and industry knowledge that comes with over 33 years in the business, Dan provides his clients the information they need to choose the most suitable investment strategies and services for their specific needs, including financial planning, retirement planning (including IRA’s and 401k’s), wealth management, estate planning, college planning and more.
Dan employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions to help you develop your personal financial plan as well as a detailed investment strategy. Dan strives to assist his clients with quality customer service with the intention of being their trusted wealth advisor for life.
Dan is originally from Norfolk, Nebraska and is a graduate of University of Nebraska-Lincoln where he earned a degree in Psychology in 1986. Dan has often commented that his psychology degree probably prepared him for a lifetime career as a Financial Advisor in ways he never would have imagined back in the 80’s. He and his wife, Laura, have been married 37 years and have 5 grown children, and are especially blessed with 3 amazing little grandsons. In his free time, Dan enjoys the outdoors, walking, hiking, fishing, hunting, pointing out the amazing world around him to his grandsons, watching Husker football, and reading.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.