Dan brings nearly a decade of experience in the financial services industry to his role at Trajan Wealth. As a Fiduciary Advisor, he specializes in guiding individuals, couples, and families in growing their wealth with a focus on long-term financial security. Additionally, he excels in creating tailored income and legacy plans to help clients navigate the complexities of retirement. Dan takes a personalized approach, working closely with each client to deeply understand their unique needs, goals, and aspirations and then developing customized financial strategies that align with their vision for the future.
Beyond his professional expertise, Dan is a devoted husband to his wife, Stephanie, with whom he has shared more than 10 years of marriage. Together, they are raising three wonderful children. Dan is an avid Minnesota Vikings fan and enjoys playing basketball during his downtime. He and his family are also active members of their local church.
Dan's Hometown
Prior Lake, Minnesota
Favorite Food
Burgers
Favorite Sports Team
Minnesota Vikings
Quote
““The chains of habit are too light to be felt until they are too heavy to be broken.” ”~ - Warren Buffett
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