Dane’s first entrepreneurial endeavor began at age11 when he started a lawn care business that he ran for over a decade before valuing and selling his assets at a profit. His early investment success led to his fascination with financial planning and wealth management, and is the foundation of his dedication to helping clients meet their own financial goals.
Dane enjoys working with individuals and small business owners to create customized strategies that address their unique concerns and achieve their financial goals. He collaborates with attorneys, insurance agents and tax planners to provide a comprehensive portfolio of services including investment management, retirement planning, risk management and estate planning. He uses an in-depth service model to take exceptional care of his clients resulting in meaningful, long-term relationships.
Dane holds his FINRA Series 7 and Series 66 registrations and has Life, Health, Long Term Care and Annuity licenses. He joined Paramount after completing an internship with the Middleton team. He has a degree in Entrepreneurship with an emphasis in Finance from the University of Wisconsin-Eau Claire. In his free time, Dane likes to ski, fish and snowmobile at this family’s Northwoods home.