Founder & President, Wealth Advisor
Dan grew up in Central Wisconsin. Childhood had a profound impact, shaping his values about the importance of prosperity in all life’s aspects.
In grade school, Dan experienced the “British Invasion” and took a serious liking to music. This carried over to high school and a part-time job at a local radio station. What followed was a nearly 25-year broadcasting career, as both an on-air personality and radio program director building some of America’s great radio stations for ratings success.
A mid-life career change allowed Dan to meld his innate knack for creativity and communicating – (clients say he’s great at painting pictures with words) - with an interest in investing, financial planning and helping people. Dan is credentialed as a Series 7 – General Securities Representative and Series 66 – Investment Advisor Representative with LPL Financial, as well as Life | Health Insurance licensed.
Early in his financial services career, Dan learned there’s a vast difference between being a proprietary advisor that works for a firm versus being an independent advisor that hires a firm to work for him and his clients. When Dan couldn’t find the right firm to join, he started his own. He took his vision and began putting his ideas into practice.
The rest is WealthBuilders.