Financial Planner | Wealth Coach | Social Security Planning | 401K Benchmarking | Investment Advisor
CurrentDaniel A. Reese, CFP® began his career in 1994 working with State Farm Insurance, a Fortune 500 company and leading provider of personal lines insurance in the United States. In 2000, Dan opened his own agency, and in 2003 established his current independent financial planning firm. Dan received his Bachelor of Science in 1994 from Michigan State University with a focus on economics and statistics. He furthered his education by receiving his Certified Financial Planner certification in 2005. Dan has been working with families since 2001 developing prudent strategies to achieve long-term financial success. Taking a comprehensive approach, Dan focuses on each of the areas of personal finance including savings plans, investments, cash flow, retirement income planning, taxes, and risk management. As a Certified Financial Planner (CFP®), you can be sure that Dan provides expert and professional planning services. To earn the CFP® designation, he had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dan also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Dan and his wife Debbie have three wonderful children, Jack, Andrew and Libby, and live in Jackson, Michigan where he and Debbie both grew up. Dan is active with the Cub Scout program and is a member of St. John’s church. During summer, you can often find Dan camping with his family at Lighthouse Village in Homer or Yogi Bear in Fremont, Indiana, or travelling north to Debbie’s family cottage on Marquette Island near Hessel. Dan is also an avid golfer and enjoys reading. His favorite books include fast paced fiction written by authors such as Web Griffin, Dan Brown, and Michael Crichton, as well as a variety of biographies and historical pieces.
