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Biography

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.

Dan’s Team:

Pete Peterson

AIF®, CRPS®, CPFA®, C(k)P®

Executive Director Corporate Solutions

Jacinta Thompson

AIF®, CPFA®

Director of Corporate Solutions

Mark Greene

Corporate Solutions Advisor

Scott Bradbury

Financial Coach

Kenia Jones

Corporate Solutions Advisor

Amber Fluit

Financial Coach

Dan Swenson

Corporate Solutions Advisor

Disclosures

ADV Part 2b
Individual BrokerCheck
Integrity CRS
Firm BrokerCheck

Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services offered through Balefire Wealth, a registered investment adviser with the SEC. Integrity Wealth is not affiliated with Balefire Wealth. Tax and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Check the background of this firm on FINRA’s BrokerCheck.

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