Dan is a sought-after educator and international speaker covering the topics of Leadership Development, Employment Training Techniques as well as Business and Personal Finance for the past eighteen years.
Dan has been in the business of assisting people of all ages through the many financial stages of life throughout his career. He has a passion for helping people understand and navigate the ever-changing world of personal financial planning. After working with a wide variety of clients, Dan has been drawn to guiding people through the process of making secure retirement planning a focused reality.
Dan functions as a Community Outreach Liaison in Assisted Living Communities across Wisconsin. He serves as a Volunteer Advocate dedicated to assisting qualified senior Veterans and their spouses through the process involved in attaining benefits related to affording long term health care.
Dan, his wife Kathy and their two daughters support several local charitable organizations as part of their family stewardship. The Miracle League of the Fox Valley, Appleton West High School Athletic Boosters and the local Church are supported as part of the family’s volunteer focus. Dan also served as part of the Executive Board of Directors at their local Church for 10 years and continues to support the Men’s Ministry Group activities and a 501 (c)3 Teen Outreach program, Faith for Life.
Dan and his family currently reside in Appleton, Wisconsin where they enjoy spending time on the lakes of Northern Wisconsin, outdoor sports activities and the Green Bay Packers.