5 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Dan joined CAPTRUST in 2023 from QA Wealth Management, where he served as CEO. He has been in the industry since 2001, working directly with high-net-worth clients, including many tax, audit, and consulting professionals, developing a deep knowledge of how to address their unique needs. He continues to lead this team in the western suburbs of the Twin Cities.
Dan holds a Bachelor of Science degree in business finance from the University of Northwestern in St. Paul. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®). In his free time, Dan enjoys traveling, coaching his four kids in sports, and spending time outdoors hiking and camping. He and his wife, Brittney, are also involved in their local church.