Dan joined the True North Investment Group in 2019 after working at an investment firm in Chicago. His in-depth knowledge and experience with mutual funds, ETFs and fixed income allow him to provide unique solutions to help meet clients’ investment needs.
Within the True North team, Dan is the big-picture planner and risk manager. He is the person you call if you’re looking to retire and need to convert your wealth to income. Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Retirement Management Analyst (RMA). These designations demonstrate his advanced knowledge of wealth management and retirement income issues. His areas of expertise include retirement income strategies, strategic portfolio management, risk management, and wealth transfer strategies. Dan was named to AdvisorHub’s Advisors to Watch List in 2026.
Dan earned his Bachelor of Science degree in finance from the Heider College of Business at Creighton University. He was selected to be among a handful of students who managed a portion of the university’s endowment fund. Dan grew up in Stillwater, Minnesota, and currently lives in White Bear Lake with his wife, Laura, daughters, Olivia and Emma, and golden retriever, Keeley. His volunteer activities include Habitat for Humanity, Second Harvest Heartland, and Blood Cancer United (formerly the Leukemia & Lymphoma Society). In his free time, he enjoys the outdoors, soccer, golf, tennis and skiing.