đź’™ What matters most to Dan?
Family.
Faith.
Serving others.
After more than a decade in the financial industry, Dan continues to enjoy helping clients build confidence in their financial future. Since joining our team in 2020, he's found something special—a team that feels like family and shares his commitment to faith, integrity, and putting clients first.
Outside the office, Dan enjoys making memories with his wife, Bethany, and their two daughters, or heading into the woods to hunt and scout.
đź“ŤServing families throughout Stevens Point and Wisconsin Rapids.
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We believe the strongest financial strategies don't stop at building wealth—they help you think through how taxes may impact what you've worked so hard to earn.
You deserve a smarter plan.
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For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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Life is full of unexpected turns, but your financial future doesn't have to be uncertain.
We enjoy helping our clients navigate life's biggest financial decisions with personalized guidance, thoughtful strategies, and a long-term perspective.
Let's build a plan that's designed around what matters most to you.
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We can help you manage today's income for tomorrow's freedom.
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Our advisors are dedicated professionals focused on building lifelong client relationships. Alongside expertise, they prioritize genuine care. When you work with us, you collaborate with a team of financial professionals to create a strategy tailored to your goals.
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Because protecting a livelihood means protecting the life someone worked hard to build. We're here to help.
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We provide knowledge and resources to help others make wise money choices on their financial journey.
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A smooth unified approach that's build around you.
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Our team diligently strives to equip our clients for the journey of their lives.
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Your money has the potential to achieve more than just earning; it's also about effective management. Without the guidance of financial professionals, you could be overlooking valuable opportunities. 📲(715) 544-1122
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Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them. Contact our team of experienced professionals!
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
Preparation is key. Our team is here to help.
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Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
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At Voyage Financial Advisors, we know financial planning is about more than numbers — it’s about people, priorities, and purpose.
Our team is committed to helping clients navigate life’s milestones with thoughtful strategies and guidance designed to evolve with them over time.
You’ve worked hard for what you’ve built. Now it’s time to create a plan that protects it and helps it grow.
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The right financial strategy can help turn those goals into reality. At Voyage Financial Advisors, our team is dedicated to helping clients stay focused, prepared, and empowered through every stage of life.
Because confidence doesn’t happen by accident — it happens with a plan.
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Your financial future is too important to leave to chance.
At Voyage Financial Advisors, relationships come first. Our team is passionate about helping individuals and families create strategies that align with their values, goals, and vision for the future.
We’re not here for quick conversations. We’re here for long-term partnerships built on confidence, service, and meaningful guidance.
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Whether you’re preparing for retirement, growing your wealth, protecting your family, or building a legacy, our team is committed to helping you move forward with confidence and clarity.
Big goals require bold planning. Let’s build a strategy that works as hard as you do.
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Together, we’ll build a financial strategy rooted in your values—one that strengthens where you are today and helps protect where you’re going tomorrow.
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Financial planning can feel overwhelming—but it doesn’t have to.
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We have the privilege of leading a faith-based financial practice centered on helping individuals and families find clarity, confidence, and direction in their financial lives.
Learn more here: https://connect.thrivent.com/voyage-financial-advisors
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Our innovative professionals are here to guide you throughout your voyage.
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