Dan joined Box Financial Advisors in 2008 with the primary responsibility of handling the firm's trading. He also piloted an advisor training program with Doug Box to gain real-world experience. Since then he has obtained the Certified Financial Planner (CFP®) designation through the American College, as well as Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Dan’s undergraduate degree is from Pillsbury Baptist Bible College, majoring in Bible and earning dual minors in Youth Ministry and Counseling.
Dan’s passion is to be the trusted advisor for those with complicated financial needs. He believes education should be used to clearly explain concepts, and allow people to make their own best decision.
Dan continues to serve the firm by remaining significantly involved in the firms trading processes, assisting with technology implementation, and leading the technology strategic team.
Dan and Tracy have three children – Laura, Leroy, and Levi. They enjoy spending time canoeing, running, biking, wildlife viewing, and exploring Minnesota's awesome parks. Laura recently achieved her black belt in ATA, and Leroy is close behind. Levi enjoys jumping off of things expecting to be caught. If you happen to be in Prior Lake on a Sunday we would love to see you here.
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