Our Team

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 22 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.

For 2021, Dan has been named as one of the Premier Advisors with Wells Fargo Advisors Financial Network (WFAFN). The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Away From the Office
With three boys, Dan and his wife Andrea are busy with school events, hockey, and baseball.  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
Rod was with Wells Fargo Advisors and its predecessors for over 18 years.  Prior to entering the financial advisor trainee program in 2002 with A.G. Edwards, he was employed at the U.S. Chamber of Commerce for 11 years.  He was a regional manager before moving to the financial services industry.  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.

For 2021, Rod has been named as one of the Premier Advisors with Wells Fargo Advisors Financial Network (WFAFN). The 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 either of the past two years, and professionalism. Additional criteria, including length of service, 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 children: Samantha is a registered nurse at Orthopaedic & Spine Center of the Rockies and lives in Loveland. Bradley is currently pursuing a career as an Emergency Medical Technician and hopes to eventually become a fireman. 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. Previous work experiences and roles include retail and commercial sales, small business owner, and working as a Graduate Assistant while completing his MBA. More recent roles have been in the financial services industry. 

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 obtained 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 is something that has been a big part of Kevin’s life. He has traveled throughout most of Europe and some in Asia and Central America, frequenting 16 countries and 24 cities throughout the world. His exploration tendencies brought him west to Fort Collins in December 2014. Now living in Loveland, Kevin has been enjoying Colorado’s great outdoors since he moved here.


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

With 18 years of client service experience, Liz has been in the financial services industry for 10 years.  Liz was recognized as a Premier Client Associate from 2015-2016 to 2018-2019 with Wells Fargo Advisors. The Premier Client Associate recognition 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.

As a Fort Collins native, Liz loves to be outdoors. She enjoys skiing and running, and can be found many weekends at a sporting event for one of her nieces or nephews. Liz loves to travel and is willing to go most anywhere. She has been a volunteer soccer coach in the past and hopes to get involved with kids and sports again soon.


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

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 24 years.  Jessica was a Premier Client Associate with Wells Fargo Advisors from 2014-2015 to 2018-2019. The Premier Client Associate recognition 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.

Jessica and her husband Jon live in Wellington and have two sons, Colton and Chase, who keep them busy with their many sports. Jessica likes to take their dog Gus for runs on the weekend. They enjoy spending time outdoors with friends and family, and love to cheer on the Rams at CSU football games.

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