Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data.
Dan earned a bachelor's degree from Michigan State University and a master's degree from Vanderbilt University. He holds Series 6, 26, 63 and 65 securities licenses plus state life, health, personal lines and property and casualty insurance licenses. He is a Certified Financial Planner™ certificant and has earned the Chartered Financial Consultant® (ChFC®) designation from the American College.
Understanding that the single most powerful contributor to financial well-being is behavior, Dan works closely with each client to develop a unique financial plan that reflects their values, addresses their priorities and supports their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Dan is ready to assist clients as they pursue their goals through a lifetime financial journey.
Dan is a member of the College Avenue United Methodist Church in Manhattan, KS, and volunteers on the tech team and finance and endowment committees. Dan enjoys spending time with his wife, four children and seven grandchildren. When he has spare time, he enjoys hunting, exercising, and good music.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.