Dan has been a Financial Advisor since 2010 and is a dedicated and compassionate financial advisor who goes above and beyond to make a positive impact on both his community and the lives of his clients. With his impressive credentials and genuine concern for others, Dan stands out as a trusted professional in the financial industry.
First and foremost, Dan holds the Series 7 and 66 licenses, which demonstrate his expertise and ability to provide comprehensive financial advice and investment strategies to his clients. These licenses enable him to trade a wide range of securities and provide holistic financial planning services.
In addition to his licensing, Dan has obtained two notable designations: Accredited Investment Fiduciary (AIF®) and Certified Wealth Strategist (CWS®). The AIF® designation highlights Dan’s commitment to acting in his clients' best interests, placing their needs ahead of his own. He adheres to a fiduciary standard, which means he is obligated to act in an ethical and transparent manner when handling his clients' investments.
As a Certified Wealth Strategist (CWS®), Dan possesses advanced knowledge in wealth management and understands the intricacies of creating customized financial plans tailored to each client's unique circumstances. This expertise allows him to address complex financial challenges and guide his clients toward their long-term goals.
Demetris “Dee” is the virtual service associate at MN Retirement Services. She aids with new account opening, asset transactions and many other functions needed to better service the client. Dee has been in the financial industry for over 20 years, where she has grown from receptionist, operations specialist to virtual service associate. She has experience and training in many fields of the industry; knowledge to achieve maximum operational impacts, conserve time, and boost efficiency.
Dee is a mother of 3 and a bonus mother of many. When she is not in the office, she enjoys spending quality time with her family, traveling, reading, exercising, and relaxing time.