Dan became part of the Affiance Financial team in December, 2014. He helps clients work towards achieving their financial goals — assisting in investment management, cash flow planning, risk management, and much more. For the past three years, Dan has been servicing the clients of Steve Lear, by sitting in on meetings and doing behind the scenes work — such as implementing investment strategies and financial plans.
In addition to helping Steve’s clients, Dan is working with his own growing client base. He works to implement financial plans that help create a clear path toward financial independence.
Dan will be sitting for his Certified Financial Planner (CFP®) exam in July of 2018.
Before joining the Affiance team, Dan worked for Deloitte Consulting as a Project Controller Analyst in charge of tracking data on multiple projects. Dan graduated from the University of Kansas, where he majored in psychology and finance.
Get to know Dan—
- He recently just bought his first home in St. Louis Park.
- He stays active playing golf and softball and enjoys travelling as much as he can.
- He is an avid Kansas basketball fan!