What We Do

What sets us apart…

Dan chose to move into his financial career in 2008 over an advancing and successful career in the oil and gas industry.  Over the years, Dan has increased his knowledge and designations through education.  Dan’s time in the industry and experiences benefits his clients as he assists with their own financial direction and steps.

Our best client relationships have developed out of time together.  We find that scheduled meetings in our office are the best use of your time as this reserves our time for you.  Scheduled meetings allow us to get to know each other, and ensure that we are free from distractions and interruptions.

Value Added