Dan Wallace

Wealth Management Advisor

Dan served in the financial services industry for over 30 years, providing services to individuals and businesses. He worked as an SVP at financial institutions, Controller at rapidly growing business, Specialist overseeing $15B+ in assets for the federal government during the 2008/09 economic crisis, and Principal at commercial financing firm. Originally from the Midwest, Dan lived in Colorado for over 30 years and has two daughters aged 16 and 13. He enjoys hiking, whitewater rafting, weight training and is taking up tennis. Dan volunteers at various charities including Habitat for Humanity, Reading Partners and has donated more than 30 times at Vitalant (fka Bonfils).