Daniel V. Estenson, CFP®
Wealth Manager
Registered Representative

Dan Estenson
Dan is a Wealth Manager who aims to help clients reach their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. Dan has a degree in accounting from the University of Wisconsin - Eau Claire, is a graduate of the College of Financial Planning, a CERTIFIED FINANCIAL PLANNER™ Professional, is licensed in accident, life, and health insurance, and is a Registered Representative with Triad Advisors, LLC. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.