Dan believes in listening to clients and tailoring an experience to meet their needs. Every person’s needs are different. Whether it’s investment management, planning for retirement, managing income, giving to charity or passing along wealth, he wants to create a strategy custom to you.
His career began in 2007 and has spanned both institutional investment management and private wealth management. Prior to joining Ascential Wealth Advisors in 2015, he worked in trading operations for global alternative asset manager Whitebox Advisors LLC and Waterstone Capital Management, LP.
Dan earned a bachelor’s degree in finance from the University of Minnesota Duluth with a focus in financial markets. After finishing his bachelor’s degree, he successfully completed the graduate-level Chartered Financial Analyst® (CFA®) program and earned his CFA® charter. He holds Series 7 and 66 securities licenses along with life and health insurance licenses.
Dan is active in the Duluth community, serving as president of the Duluth Cross-Country Ski Club (DXC) and as an active member of the Rotary Club of Duluth. He believes in giving back and volunteers to help youth and the underserved. In his free time he cherishes time with his wife and two children. He enjoys outdoor pursuits including skiing, mountain biking, running and fishing across the region.