Dan Hartman

Dan Hartman

Paraplanner/Registered Assistant

Dan retired from the Navy in August of 2009 as a Command Master Chief after a 30-year career. His military service included ship and squadron assignments with multiple deployments around the world and various major staff commands througout the United States. He has much wisdom and life experience to share with our clients and continues to mentor dozens of sailors nationwide.

Dan joined the firm in November 2009 and is a disciplined, intelligent, caring and hard working individual committed to high quality customer service. We believe he brings extensive life experience and people understanding to the job. His role will be to provide case preparation, investment research and implementation, portfolio rebalancing and meetings with clients. Dan is life and health insurance and Series 7 securities Registered Assistant allowing him to answer insurance and securities questions.

He also has a Bachelor's of Arts degree in economics from the Univsity of Wisconsin-Madison. His personal interests and hobbies include fishing, fly tying, reading, woodworking, walks in the woods, bird watching, family activities. Dan lives in Lakeville with his wife Trisha.