Dan is a Financial Planner with the Private Client Advisory and Financial Planning teams within the Wealth Management group at First National Bank. He specializes in providing comprehensive personalized financial planning incorporating investment, tax, protection, retirement and estate planning strategies.
Dan has worked in the financial services industry since 2008 specializing in financial planning and planning for families with special needs. Prior to that, Dan worked in engineering.
He holds many designations including being a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC®), Chartered Special Needs Consultant (ChSNC®), Chartered Advisor in Philanthropy (CAP®), Retirement Income Certified Professional (RICP®) and Accredited Estate Planner (AEP®). Dan is also an active member of the Nebraska Financial Planning Association (FPA) and Omaha Estate Planning Council.
Dan’s extensive knowledge extends beyond finance with a Bachelor of Science in Electrical Engineering from Oregon State University, a Master of Science in Electrical Engineering from Naval Postgraduate School as well as his Master in Business Administration from Creighton University.
Dan enjoys reading, running, and working on household projects. He dedicates his time and talent while volunteering as a Special Olympics coach, a volunteer Tax Preparer for AARP, and serving on non-profit boards. Dan truly loves living in the Midwest and spending time with his children and grandchildren.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.