Dan Wilson, CFP®

Dan brings over 30 years of investment services industry experience to the team and holds the Certified Financial Planner™ (CFP^®) professional certification. He specializes in assisting clients with implementing their retirement and estate planning strategies through annuities and other life insurance products, in addition to traditional investment options.

Dan also employs his insurance product knowledge to help his clients with long-term care planning. His attention to detail to the complexities of investment planning is very valuable to the team and clients alike.

Out of the office, Dan is active in his church and likes to travel, golf, hike, ski, kayak, and spend time with his family.