Dan Scepanovic BA, CFP, CLU, RRC

Executive Financial Consultant

Dan is an Executive Financial Consultant who has developed personalized financial security plans for clients since 1991. He has earned both his Certified Financial Planner professional designation (CFP) and Chartered Life Underwriter (CLU) designations, a rare combination recognized by the financial industry as a true mark of excellence. Dan has been a multiple recipient of the President's Club Award* and is a keynote speaker throughout the industry.

*Top 3% of Investors Group Consultants based on new business (2004, 2011, 2014, 2015, 2016, 2017, 2018)