Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Financial Advisor Associate
Dan specializes in helping business owners and high net worth families navigate the complex financial challenges unique to them. Dan’s highly focused and detailed-oriented approach to wealth management allows him to gain a deep understanding of our clients’ personal, professional and family needs. He leaves no stone unturned and works tirelessly to find the right solutions for our clients. His dedication and personal tough help build strong relationships with different generations of each family to bring continuity to their long-term objectives.
Always striving to increase his knowledge base to enhance the value provided to our clients, Dan has earned the Certified Financial Planner TM (CFP), Chartered Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Dan has studied financial planning at Boston University, Yale University and is currently pursuing a Master’s in Finance Degree at Harvard University. Dan lives in Carver, MN with his wife, Laura, and their son Oliver. Dan is an active volunteer with the CFP Board, a member of the Waconia Chamber of Commerce, and an avid golfer.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor Associate
Dan specializes in helping business owners and high net worth families navigate the complex financial challenges unique to them. Dan’s highly focused and detailed-oriented approach to wealth management allows him to gain a deep understanding of our clients’ personal, professional and family needs. He leaves no stone unturned and works tirelessly to find the right solutions for our clients. His dedication and personal tough help build strong relationships with different generations of each family to bring continuity to their long-term objectives.
Always striving to increase his knowledge base to enhance the value provided to our clients, Dan has earned the Certified Financial Planner TM (CFP), Chartered Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Dan has studied financial planning at Boston University, Yale University and is currently pursuing a Master’s in Finance Degree at Harvard University. Dan lives in Carver, MN with his wife, Laura, and their son Oliver. Dan is an active volunteer with the CFP Board, a member of the Waconia Chamber of Commerce, and an avid golfer.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Explore ideas and strategies for success in ‘The new paradigm’
‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Account Vice President
Financial Advisor Associate
Account Vice President
Financial Advisor Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
