Dan Cass

Executive Financial Advisor

Branches: DTC South, Littleton and Parker

Dan has over 30 years of experience serving the financial planning community.  He focuses on building lasting relationships with individuals, families, and his community so they are stronger personally, professionally, and financially.  As an experienced financial advisor, Dan works with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk.  He specializes in employment and retirement transition planning, 401k rollovers, estate planning, college funding, insurance protection, and portfolio analysis with a focus on risk management.

Dan received his Bachelors of Business Administration (BBA) in Finance, Investments and Banking from the University of Wisconsin – Madison.

Dan is registered as a General Securities Representative through CFS*.
Phone 303.768.0436