Dan joined Box Financial Advisors in 2008 with the primary responsibility of handling the firm's trading. He is a Certified Financial Planner (CFP®), as well as Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Dan’s undergraduate degree is from Pillsbury Baptist Bible College where he majored in Bible and earned dual minors in Youth Ministry and Counseling.
Dan’s passion is to be the trusted advisor for families with complicated financial needs. He believes in explaining concepts clearly and simply enough to allow them to make their own best decision.
Dan and his wife Tracy have three children – Laura 14, Leroy 11, and Levi 5. They enjoy spending time canoeing, running, biking, fishing, watching wildlife, and exploring Minnesota's awesome parks. This Spring will be the first full family trip to the BWCA. Laura achieved her 2nd degree black belt in ATA, and Leroy is on track for his black belt soon. Levi enjoys jumping off of things expecting to be caught. If you happen to be in Prior Lake on a Sunday they would love to see you here.
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