Chief Executive Officer
As a partner and chief executive of QA, Dan leads the entire QA team in serving our clients’ wealth management and investment needs. Central to his role is dedicated time working with the QA advisory team to oversee our clients’ integrated wealth management experience, including planning, advice, investments, and service. In addition, Dan is supported by a seasoned team of leaders in the effective management of the firm. Dan is also a member of QA’s Investment Committee and Board of Governors.
Dan is uniquely suited in his role as CEO after having spent most of his 20 years in the industry working directly with QA clients, including our many 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 ever since. Dan is a Certified Financial Planner™ Professional, Chartered Financial Consultant® and Chartered Advisor for Senior Living® designations.
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.