Dan is President of Financial Wealth Management and a member of the Firm’s investment committee. He has been assisting individuals and business owners with financial planning and asset management for over 40 years. Dan has a degree in Finance from the University of Wisconsin – Madison and has been a CERTIFIED FINANCIAL PLANNERTM Professional since 1985.
He has been a guest speaker on investments and planning for numerous groups and specializes in financial planning, retirement planning and asset management. Dan is married with two children, currently four granddaughters and is a lifelong resident of Madison. He enjoys traveling, playing golf, tennis, and supporting the Badgers.
Katie is responsible for providing service and support to all firm clients including scheduling client and prospective client meetings, and preparation of client reports.
She joined Financial Wealth Management in September 2014 and was recently promoted to Vice President. Katie graduated from the University of Wisconsin – Madison with a Bachelor’s degree in Sociology. She has a background in Human Resources and Sales.
Katie resides in the Verona area with her family. In her free time, she enjoys spending time playing games and watching movies. During the Summer, she and her family spend most of their weekends at her family cottage. Katie also enjoys cooking and trying new recipes.
Kyle graduated from the University of Wisconsin – Wisconsin School of Business with a Bachelors degree in Finance in May 2011. He also attained his Master of Science in Personal Financial Planning from the College for Financial Planning in June 2014 and is a CERTIFIED FINANCIAL PLANNERTMProfessional. Kyle works closely with Dan in assisting clients of the Firm. He is responsible for providing firm trading and market research and is also a member of the Firm's Investment Committee.
Kyle lives in the Madison area with his wife, Jenny, and daughters Marah and Avery. He is an avid Wisconsin sports fan and enjoys supporting the Wisconsin Badgers. He plays golf and softball in the Summer and hockey in the Winter.