Dan strives to build lifelong relationships with his clients. He wants to help them achieve their goals of all types: financial, personal, and professional. He works with his clients to establish strategies to help prepare for planned and unforeseen events that may have an effect on their financial situation. Dan believes it is important to look at both sides of the balance sheet and his methodology considers all aspects of asset and liability management.

Background and Experience

Born and raised in New Jersey, Dan moved out to Colorado in 1994 to start a business. After several years of successfully owning and operating Gib's Bagels in Fort Collins, Dan was ready for a change and ventured into the financial services world.

Dan has been in the financial services industry for over 25 years. Dan started out in the financial advisor trainee program with A.G. Edwards, and was with the company as it changed to Wachovia and then Wells Fargo Advisors, where he was Branch Manager. Dan is a graduate of Franklin Pierce University with a degree in History. He earned his Accredited Asset Management Specialist (AAMS®) certification in 2002.

Dan has been recognized as a Platinum Council Advisor from 2011-2023 by Wells Fargo Advisors Financial Network & Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.

Away From the Office

Dan and his wife Andrea have three boys. Liam lives in New York, Andrew is attending Montana State University, and Daniel is in high school and plays hockey. As a family, they love escaping to the mountains in Winter Park, CO. Individually, Dan enjoys mountain biking, live music, and loves to get in a round of golf when he can.


CA Insurance License Number: 0E92849. Resident State: CO

Using his experience, Rod helps clients develop planning strategies and select investments designed to fit well with their financial goals. Rod is committed to his clients and has a strong desire to help them plan, implement, and foster their goals for the future. He provides objective advice that focuses on the unique needs of his clients.

Background and Experience

Prior to entering the financial advisor trainee program in 2002 with A.G. Edwards, Rod was employed at the U.S. Chamber of Commerce for 11 years as a regional manager. Before that, Rod was a sales representative for E&J Gallo Winery for almost 4 years. Rod graduated from the University of Nebraska with a degree in Finance. He earned the Retirement Income Certified Professional (RICP®) designation in May 2019.

Rod has been recognized as a Platinum Council Advisor from 2016-2022 by Wells Fargo Advisors Financial Network & Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.

Away From the Office

Rod is an active member in the community and a member of Rotary. He has two adult children, Samantha & Brad. Rod loves to take advantage of the many outdoor activities to enjoy in Colorado, including golf, skiing, and hiking. He also loves racquetball, live music, and the occasional craft beer.


CA Insurance License Number: 0K16364. Resident State: CO.

As a financial advisor on the team, Kevin focuses on investment research, portfolio reviews, and helping to calibrate our clients’ investment plans with sophisticated modeling techniques. Kevin’s support of the team helps assure our clients that their investment plans are aligned to meet their financial goals.

Background and Experience

Kevin came to the Wells Fargo Advisors Fort Collins branch from the home office in St. Louis, MO, where he is originally from. He then made the transition to Wells Fargo Advisors Financial Network as part of the Campbell Morrison Wealth Management practice in May 2019. Over the years he has excelled in customer centered roles that involved listening, relationship building, educating, and problem solving.

Kevin’s educational background includes a B.S.B.A in Financial Economics with a minor in Finance obtained in 2008 from Southeast Missouri State University. After graduation he earned his MBA, with an emphasis in Management, in 2011. Kevin earned his CERTIFIED FINANCIAL PLANNER™ certification in February 2020.

Away From the Office

Traveling and experiencing new things have been a big part of Kevin’s life. He has traveled through Europe, Asia, and Central America, visiting 16 countries. He came west to Fort Collins in December 2014. Now living in Loveland, Kevin spends his time in the great Colorado outdoors golfing, learning to fly fish, and hiking. He also volunteers and serves on committees with Rotary Club of Fort Collins.


CA Insurance License Number: 0K59745. Resident State: CO

Sarah Marie focuses on building long-term relationships with her clients.  After some time away from being a financial advisor, she is excited to be back doing what she loves most – helping people achieve their financial goals.  She enjoys working with her clients to help them plan and implement strategies to meet their goals.

Background and Experience
Sarah Marie has spent the past 22 years in the financial services industry.  She has held various wholesaling positions with large financial institutions including Fidelity, MetLife, First Trust, and Van Kampen.  She educated financial advisors across the country on a variety of investment strategies.  Sarah Marie was also a financial advisor in the Denver area for 11 years before moving out to California.  Now back in her home state of Colorado, she is looking forward to setting down roots in Fort Collins.  Her vast experience and different roles in the financial industry give her a unique perspective as a financial advisor.  Sarah graduated from University of Colorado Boulder with a B.A in Communications and was a member of the women’s Division I soccer team.

 
Away From the Office
Sarah enjoys all things outdoors.  She is an avid mountain biker and loves exploring all the Colorado trails.  She also enjoys spending time with family, friends, and her boxer Harold.  On the weekends you can find her at local farmers markets, trying new restaurants, traveling, and skiing.

Resident State: CO

Liz focuses on client meeting preparation, client events & seminars, practice administration, and compliance & HR-related items for our team members.

Background and Experience

With 21 years of client service experience, Liz has been in the financial services industry since 2010. Liz graduated from Colorado State University with a B.S. in Business Administration and concentration in Marketing.

Liz was recognized as a Platinum Council Client Associate from 2015-2016 to 2018-2019 with Wells Fargo Advisors. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity, and core leadership values.

Away From the Office

As a Fort Collins native, Liz loves to be outdoors.  She caught the travel bug after studying abroad in London in college, and is usually thinking about her next adventure as soon as she returns from a vacation.  Liz is a huge sports fan and enjoys watching most sports.  Trips to the 2023 Women’s World Cup in Australia & New Zealand and the 2024 Paris Olympics were bucket list experiences that combined her love of travel and sports.

CA Insurance License Number: 0I20737. Resident State: CO.

Jessica is likely your first contact when calling the Campbell Morrison Wealth Management office.  She assists with a wide range of client services including account opening, document processing, money movement, and handling day-to-day client requests.

Background and Experience

Jessica started in the financial services industry with Wachovia in 2008, right before it merged with Wells Fargo Advisors. Her experience in client service goes back 25 years. Jessica is a graduate of University of Colorado Boulder with a B.A. in Psychology.

Jessica was a Platinum Council Client Associate with Wells Fargo Advisors from 2014-2015 to 2018-2019. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity, and core leadership values.

Away From the Office

Jessica and her husband Jon live in Wellington and have two sons, Colton and Chase. They love watching Colton play college football and are excited for Chase to start high school sports soon. Jessica likes spending time with her dog Gus on long walks, and she enjoys reading in her downtime.

CA Insurance License Number: 0H47007. Resident State: CO.