Executive Financial Advisor
Branches: DTC South, Littleton, Lone Tree, Castle Rock
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Dan has served the financial planning community for over 20 years. He graduated with a Bachelors of Business Administration (BBA) in Finance, Investments and Banking from the University of Wisconsin - Madison. Prior to joining CFS* at Bellco Credit Union he was a Partner with New York Life and Managing Partner of Foresters Financial Partners in Colorado. He is licensed to conduct securities business with Colorado residents, as well as residents of the following states: AZ, CA, FL, GA, HI, IA, MD, MO, MT, NM, NV, OR, PA, TX, VA, WA, WI, and WY. He is registered as a General Securities Representative through CFS.
Dan focuses on working with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk. His goal is to inspire and empower others to make a difference not only in their lives but in the lives of others. He strives to help build individuals, families and his community so they are stronger personally, professionally and financially. He educates clients in the areas of retirement planning, 401k rollovers, estate planning, college funding, insurance protection and portfolio analysis.
Dan lives with his wife Susan and three children, Kate, Logan and Kyle in Parker, Colorado. His hobbies include fly fishing, golf, travel and reading.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.