Dan joined UBS in the fall of 2015 to help bring financial planning services to our clients. He is our main point of contact on the wealth management team. Dan works with our clients from a comprehensive approach to help design custom portfolios based on our client's individual needs. He plays an integral role in this process by gathering client information, finding solutions, developing and presenting their plan. Financial planning is not an afterthought, but rather, a key part of how we work with clients.  This gives a purpose and focus for what can be accomplished with capital. Once the financial plan is established, Dan continues to work with our clients to ensure they are meeting the goals of their financial plans.

Dan has been in the financial services industry since 2009 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as the Charter Retirement Planning Counselor (CRPC®) designations. Through his immense education and hands on work experience, Dan has the knowledge and skills to help clients with all of their financial planning questions and concerns.

Dan and his wife, Laura, live in Burnsville. Outside of the office you can typically find Dan hunting, fishing, or golfing. 

AK, CA, FL, IA, IL, ME, MN, MT, NC, ND, NM, NY, OK, RI, SD, TX, WA, WI