Dan Chappelle RICP®, CLTC®, CLU®

I love hearing about the goals and aspirations of our clients, their work endeavors, and their deepest passions. I’m focused on taking extreme care to ensure that our clients’ interests are well-served. 

Our industry can move and change quickly, so I’m dedicated to constant learning. I listen carefully and watch closely in order to join each client I work with in their individual journey. Understanding their perspective helps me to better personalize the pieces of their comprehensive plan. 

I’m originally from Maine and New Hampshire and I currently live in Wisconsin, with my wife Ellen and our beloved dog. Outside of work, I’ve spent many years serving in church worship and teaching and coaching young musicians in the communities in which we’ve lived.