Back in 2014, I relocated to Colorado because of a business acquisition of my previous employer. To help transition me into the new company, Dan took it upon himself to become my mentor, and well that mentorship quickly grew into a strong friendship. One of the most notable things is that he always made sure I had a place to go during the holidays.
Truth be told, while I was in Colorado, I was living paycheck to paycheck and worried about my future. I knew I needed guidance and who best to turn to then the person that built a strong, trusting relationship with me. Dan helped me understand where I was at financially, what it would take to get me where I wanted to go, and the importance of investigating for my retirement outside of my employer’s plan.
Now that I’m older (no grey hair) and a bit wiser, I can say I’m financially stable and no longer worried about my future. Dan is always a phone call, text, or email away if have any questions about my investments or want his opinion on something that I read online. He personalizes the experience by calling his clients every month to give them updates on their portfolio. I can say with confidence that Dan will stay my financial advisor for life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.