Dan began his career with Retirement Plan Advisors in 2003. Since then his focus has been working with more than 70 K-12 public schools, technical colleges, and governmental employers, providing plan design, onsite enrollment services, and education for their 403(b), 457, 401(a), and HRA plans. Dan provides plan-level expertise, having worked extensively with public sector employers on retirement plan design and implementation. He also specializes in providing investment advice and retirement planning for individual public sector employees.
Dan graduated from the University of Northwestern with a Bachelor of Science degree in Social Studies Education. He holds FINRA Series 7, 65, 63, and 6 registrations, as well as a life and disability insurance license through the state of Wisconsin. Dan is a Certified Financial Planner (CFP®) certificant and an Accredited Investment Fiduciary (AIF®).
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