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Dan Myers
Wealth Advisor
651-458-5392

About Dan Myers

I was born and raised on the streets of Cottage Grove and our family of five includes: my wife and Business Partner Courtney, Wren, Quincy, and Seve. We love being a part of this Community and are members of Crossroads Church. I'd love to believe that I have no weaknesses, but honestly that is why I feel it is important to have a team based model in our practice. So that we can each specialize in our own unique abilities in order to drive a personalized client experience for everyone that we serve. Anyone who knows me, knows that my biggest hero and role model is MacGyver. I aspire to be a creative problems solver that is able to take whatever is in front of me and find the most efficient and effective solution. Having the clock ticking down toward retirement can be a daunting feeling. Our goal is to help you be prepared for the certainty of uncertainty. In not only how to approach your accumulation and distribution strategy, but to do so in the most Tax Efficient was possible.