Dane is a financial advisor dedicated to helping clients navigate important financial decisions through personalized wealth management and comprehensive financial planning. Before joining Terra Firma Wealth Management, he worked in operations at Stifel Independent Advisors, headquartered in St. Louis, Missouri. His experience provided a strong foundation in the wealth management industry, giving him valuable insight that enhances the guidance he provides clients today.
Dane works with business owners, retirees, families, and individuals preparing for life's next chapter. His approach emphasizes comprehensive planning tailored to each client's unique goals, with a focus on retirement planning, investment management, and risk management. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification to further expand the knowledge and expertise he brings to his clients.
Dane graduated from Washington State University with bachelor's degrees in Economic Sciences and Business Administration, with a concentration in Finance. He holds Series 7 and Series 66 licenses, as well as life and variable insurance licenses.
Outside the office, Dane lives in Coupeville with his wife, Hope. He enjoys exploring the Pacific Northwest, traveling, coaching high school softball, and working on his golf game.