Our Associates

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 21 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.

While at Wells Fargo Advisors, Dan was designated as a member of the Wells Fargo Advisors Premier Advisor Program for 10 consecutive years.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

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.

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 was with Wells Fargo Advisors for over 7 years. He came to the Fort Collins branch from the Wells Fargo Advisors home office in St. Louis, MO, where he is originally from. Over the past 18 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. Since he moved here, Kevin has been enjoying Colorado's great outdoors via hiking, running, learning to fly fish, whitewater rafting, as well as experiencing live music venues throughout the state.

Using his experience, Rod helps clients develop planning strategies and select investments that 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 16 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.

Rod earned the distinction of Premier Advisor while with Wells Fargo Advisors.  The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

Away From the Office
Rod and his wife JoAnn are active members in the community.  They have two children: Samantha is a registered nurse at Medical Center of the Rockies, and Bradley is graduating in May 2019 from Colorado State University with a major in Sociology and emphasis in Criminal Justice.  Rod is a member of Rotary and loves to take advantage of the many outdoor activities to enjoy in Colorado, including golfing, skiing, and hiking.

With 16 years of client service experience, Liz has been in the financial services industry for 9 years.  Liz was recognized as a Premier Client Associate for four years with Wells Fargo Advisors.  This recognition was a result of her consistent display of professionalism, integrity, and core leadership qualities.

Born and raised in Fort Collins, Liz loves to be outdoors.  She enjoys skiing and running, and is willing to travel most anywhere.  Liz also spends her time volunteering with children, whether in the classroom or on the soccer field.

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 20 years.  Jessica was a Premier Client Associate with Wells Fargo Advisors for five years, based on her consistent display of professionalism, integrity, and core leadership qualities. 

Jessica and her husband Jon have two sons, Colton and Chase, who keep them busy with football, baseball, and other activities.  They enjoy spending time outdoors with friends and family, and love to cheer on the Rams at CSU football games.