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.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.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.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.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.
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.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.Away From the Office
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.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.PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.