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 a notable designations: Accredited Investment Fiduciary Analyst. An Accredited Investment Fiduciary Analyst® (AIFA®) is a professional who is trained to review and improve how retirement plans are managed. This designation means the advisor understands what it takes to meet fiduciary responsibilities and can help ensure your 401(k) plan is being run in the best interest of your employees and in full compliance with industry standards.

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.