Dan Peters - Financial Advisor
Dan Peters has been in the financial services industry since 2005, providing financial strategies and insurance to families, professionals and business owners. Dan works closely with his clients to create, implement and review their financial strategies.
Dan graduated from Augustana College in 2003 with a degree in Finance, Management, and Marketing. He joined GCG Financial after working at CDW in the Large Corporate Sales Division as an Account Manager. He was drawn to GCG Financial because of its culture of building meaningful relationships with clients. The resources available at GCG give Dan the ability to find creative solutions to the complex issues facing his clients as they work to develop and maintain their wealth and businesses.
Throughout his career, Dan has consulted business owners and individuals on a variety of financial issues such as employee benefits, business protection, family security, tax efficient investment strategies, retirement plans, and education funding.
Originally from Grayslake, IL. Dan is a dedicated professional who enjoys educating clients with his depth of knowledge of financial products and strategies. He is an avid golfer and enjoys reading, traveling and being an unapologetic Cubs and Bears fan. Dan is also an active member of several charities, including the St. Jude's Children's Research Hospital.
This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.
Registered Representative , Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.
