Dan leads the Financial Wellness coaching team, with over five years of experience, focusing on education and support for retirement plan participants. He’s passionate about educating individuals and helping them achieve their financial goals, aiming to be a trusted advisor and resource for all of their financial needs.
Dan lives in Denver, Colorado, where he enjoys spending time outdoors in the mountains. He stays active by swimming, traveling, and supporting his favorite sports teams—namely, the Denver Broncos.
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