Our Team

Dan grew up in Viborg, SD, and graduated from the University of Sioux Falls with a bachelor's degree in business administration.

Dan has been in the financial services industry since 2008 when he started his own business as an independent representative.  Dan enjoys helping his clients figure out ways to generate more cash flow and how they can use that cash flow to invest in products according to their time horizon, risk tolerance, and desire to leave a legacy. Dan also has firsthand experience with owning a business, which allows him to relate with other business owners about the obstacles they experience with cash flow, debt management, and asset management. Dan holds his series 6, 63, and 65 licenses and is a financial advisor with Osaic Wealth.

Dan currently resides in Sioux Falls, SD with his wife Laura and their 2 sons Elijah and Ethan.

Eli grew up in Sioux Falls, SD, and is currently attending the University of South Dakota for his bachelor’s degree in accounting.

Eli is starting a path in the financial services industry and is passionate about helping people understand their finances. With a background in accounting, Eli enjoys listening in and giving personal experience about cash flows, budgeting, and investing. Outside of school and work, Eli enjoys staying active, watching sports, and spending time with friends and family.

Eli plans to continue his education after college while advancing his career in the business world and using what he learns to serve clients better and create long-term success.