DAN WESTIN, CFP®, ChFC®, CASL®
Senior Managing Director
Dan enjoys building high value relationships with clients, learning what matters most to them and helping them plan and steward their wealth so they have confidence in their financial future. In addition, he oversees the advisory and service teams for the firm’s wealth management division and is a partner in the firm.
Dan holds the Certified Financial Planner™, Chartered Financial Consultant® and Chartered Advisor for Senior Living® designations. For more than 10 years with QA, he has worked with tax, audit and consulting clients, developing a deep knowledge on how to address their unique needs. He earned a BS in Business Finance from the University of Northwestern in St. Paul and has been serving client families for over 15 years.
In his free time, Dan enjoys traveling, coaching his four kids in sports, is actively involved with his wife Brittney in their local church and likes spending time outdoors hiking and camping.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® and CASL® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.