Streamlining life's financial journey for individuals and business owners including protection, growth, and taxes, in order to breathe easier focusing on their important relationships in this life Today, his outstanding work ethic benefits all his clients and has earned him a spot in the Million Dollar Round Table (MDRT) nearly every year since 2004. MDRT members are among the top 2 percent of ind
ustry professionals worldwide, and they demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. Due to his industry knowledge, Dan was also selected to serve as a MDRT committee member, providing input to improve education experience for members. Dan strives to provide his clients the confidence that comes from having a well-thought-out approach to pursuing their goals. He is a sought-after speaker on such topics as financial planning, insurance, and minimizing taxes. Dan and his wife Kathy have been married since 1995. They have five children: Rachel, Jonathan, Grace, Rose, and Clare. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Journey Financial and Cambridge are not affiliated. Disclosure: Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Honorees of Million Dollar Round Table (Awarded: 2006, 2013-2016, 2018-2023) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.
