Dan is a Financial Planning Specialist at SilverOak Wealth Management LLC.  He has been with the firm since 2014 and he currently leads SilverOak's financial planning team.  His responsibilities include completing a wide variety of complex financial plans and analyses for our clients.  He oversees SilverOak’s para-planners to ensure that the financial plans are thorough, accurate and timely.  In addition, he assists SilverOak advisors with the management of client relationships.  Dan also helps to maintain SilverOak’s website and coordinate the firm’s IT services. 

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Prior to joining SilverOak, Dan worked as a Site Coordinator at a local non-profit music center.  He is a Certified Financial Planner® professional who holds an MBA from the University of St. Thomas, as well as Master's degrees in music theory and classical guitar from the University of Minnesota.

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Education

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• Certified Financial Planner (CFP®)

• University of St. Thomas, Opus School of Business - MBA 

• University of Minnesota, Twin Cities - B.M., M.M., M.A. - Music

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Professional Affiliations

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• Member, Financial Planning Association