Dan specializes in building long-term relationships with his clients by assisting with their specific needs and helping them realize the full potential of their financial plans. Dan takes great pride in client retention.
Dan was born and raised in Maryland. He has over 27 years of experience in the financial industry, with a focus on customer service and an ethical practice. In his previous roles, Dan started working for Money Management Advisory in 1992 licensed in Series 6 and 63 securities. Looking to broaden his experience and client base, he found a better opportunity with C.G. Menk & Associates in 1997. In 2010, Dan moved to Minnesota and remained working remotely for C.G. Menk & Associates until joining Central Choice Financial in 2016.
Dan has extensive experience in working with 401(k) plans. He loves sitting down with each participant to listen to their needs. He has a unique ability to combine this personal information with extensive research to determine the mutual funds that will best suit each individual. He wants to ensure his clients get the best possible benefit from their investment.
Dan and his wife Lanna reside in the Brainerd area. The two of them have six children and ten grandchildren. Dan loves the outdoors, which includes working in his vegetable garden and watching or feeding his feathered friends. His weekends are usually spent enjoying time with family and friends.