Dan is a Relationship Manager for the firm, with a focus on our corporate retirement plan clients. Dan is responsible for assisting plan sponsors with their fiduciary duties by conducting investment reviews, plan design discussions, employee educational meetings, and one-on-one investment consultations. He has been in the retirement services industry since 2017. Prior to joining Spectrum, Dan held roles as a consultant to retirement plans as well as a relationship manager for business banking clients. Dan is a member of Wisconsin Retirement Plan Professionals Ltd. (WRRPL), the CFA Society of Milwaukee, and the Greater Milwaukee Employee Benefits Council (GMEBC). Dan was a graduate of the Investment Management Certificate Program of UW-Milwaukee and today helps to raise funding for the students’ investment trips and CFA Exam fees and coaches students to hone their investment skills and secure internships. Dan has also served as a Money Coach for Secure Futures.
Dan lives in Bayview and loves to bike on Milwaukee’s trails, cook and eat new foods, play beach volleyball, and see live music.