Meet The Team
The team behind Legacy Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Dan is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He got his start in the industry in 2013 and formed Legacy Financial four years later. He enjoys helping people navigate the ever-changing world of personal finance and pursue their retirement goals.
Dan holds life and health insurance licenses in Wisconsin, Florida, Maryland and Michigan and is certified in long-term care products in Wisconsin. He also serves as a community outreach liaison in assisted living communities across Wisconsin, helping qualified senior veterans and their spouses review long-term health care options. Dan has a Bachelor of Science from Carthage College.
Dan, his wife, Kathy, and their two daughters support their church and several local charitable organizations, including the Miracle League of the Fox Valley and Appleton West High School’s boosters club. Dan also has served on his church’s executive board of directors and supports the men’s ministry and Faith for Life, a teen outreach program.
Dan and his family live in Appleton, Wisconsin, where they enjoy the lakes of Northern Wisconsin, outdoor sports activities and the Green Bay Packers.
Ready to Take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.