Dan specializes in helping business owners and high net worth families navigate the complex financial challenges unique to them. Dan's highly focused and detailed-oriented approach to wealth management allows him to gain a deep understanding of our clients' personal, professional and family needs. He leaves no stone unturned and works tirelessly to find the right solutions for our clients. His dedication and personal tough help build strong relationships with different generations of each family to bring continuity to their long-term objectives.Always striving to increase his knowledge base to enhance the value provided to our clients, Dan has earned the Certified Financial Planner TM (CFP), Chartered Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Dan has studied financial planning at Boston University, Yale University and is currently pursuing a Master's in Finance Degree at Harvard University. Dan lives in Carver, MN with his wife, Laura, and their son Oliver. Dan is an active volunteer with the CFP Board, a member of the Waconia Chamber of Commerce, and an avid golfer.