Financial Advice that Makes the Complex Simple.

As Chief Operating Officer, Dan brings over 20 years of experience in financial services primarily in operations and supervision roles. Dan started his financial services career in 1999 with Ameritrade. Dan’s passion for operations and risk management are due to his desire to strive for perfection in which mitigating risk plays a big role. While perfection may not be attainable, it is a goal that we strive to achieve every day to provide the best experience for our internal and external stakeholders.

Dan was born and raised in Omaha, graduated from Creighton Prep and received his Bachelor of Arts from Augustana College in Sioux Falls, SD with a major in Mathematics. During his free time, Dan enjoys playing ice hockey, hunting, fishing, and relaxing with his family.


Favorite food:


Favorite quote:

“Enjoy the little things for one day you may look back and realize they were the big things.”

If Dan could meet anyone, past or present, it would be:

His first ancestors to arrive in the United States

FFavorite movie:


Favorite holiday:

4th of July

Place Dan would most like to visit: