Dan Meier, AIF^®, CRPS^®

Dan has over 15 years of retirement plan industry experience, and he is passionate about working with businesses and their employees. He acts as a valued partner – helping to design, implement, and maintain a retirement plan that not only meets the needs of the business owner(s) but also becomes a tool to attract and retain quality employees. Dan helps our clients manage their fiduciary responsibilities including ERISA & compliance, vendor monitoring, investment due diligence, and employee education. Reach out to Dan if you are not receiving the level of service that you deserve, looking for a second opinion, or simply evaluating the options that you have to start a retirement plan for your business.

 Dan graduated from Northern Michigan University with a Bachelor’s degree in Finance/Personal Financial Planning. He has obtained the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS) designations and is securities registered as an Investment Advisor Representative (IAR).

 In his spare time Dan enjoys spending time with his family, being outdoors and staying active.