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
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
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
Account Vice President
Financial Advisor
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.
