Director Of Operations & Financial Planning
Dan Peters has been in the financial services industry since 2005, serving the needs of families, professionals and business owners. Throughout his over 13 year career, Dan has worked with business owners and individuals on a variety of financial issues. He is adept at helping clients with employee benefits, business protection, family security, tax-efficient investment strategies, employer-sponsored retirement plans such as 401(K) and deferred compensation planning, and education funding.
Dan is an active member of several charities, including the St. Jude’s Children’s Research Hospital.
Education: B.S. in Finance, Management, and Marketing, Augustana College
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®)