Dan Berve leads Balefire’s Financial Wellness Coaching team and acts as a servicing advisor for many of the firm’s corporate retirement plan clients. His role spans two sides of the retirement plan relationship, helping employers manage the ongoing needs of their plans and leading the team responsible for delivering financial wellness education to their employees.
Dan works with organizations across manufacturing, agriculture, construction, and other essential-service industries, from newer businesses to established companies with thousands of employees. As a servicing advisor, he meets regularly with plan sponsors and helps address issues that arise among employers, recordkeepers, payroll providers, and other retirement plan partners. His understanding of how these parties work together helps employers address problems and keep their retirement programs functioning effectively.
Education and coaching have strengthened Dan’s leadership style throughout his life. Raised by parents who were educators, he developed an early appreciation for teaching and continuous learning. Later, as a collegiate swimmer, team captain, and coach, he learned the value of leading by example, being accountable to a team, and helping others improve. Those experiences continue to influence how he leads colleagues and works with clients today.
Dan is known for being accessible, direct, and dependable. Employers and colleagues turn to him when they need accurate information, a timely response, or someone willing to work through an issue with the various parties involved. He approaches those situations with the mindset of a coach: understand what is happening, communicate what matters, and help people determine a productive path forward.
The same philosophy guides the Financial Wellness Coaching team. Dan believes education should meet employees at their level of financial experience. His team supports everyone from employees encountering a 401(k) for the first time to executives considering contribution strategies and broader financial goals, adapting the conversation to what will be most useful to each audience.
At Balefire, Dan helps connect the employer’s retirement plan strategy with the employee experience. Combining plan servicing, partner coordination, team leadership, and financial wellness education, he helps Balefire Corporate Solutions support not only the retirement plan itself, but the people responsible for managing and participating in it.
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.