Dane has been a member of the Orange County business community for over thirty years. During that time, he has been a tennis professional, owned a restaurant and catering business, and since 2005, has established a financial services practice to help his community as a retirement income planning advisor.
One important lesson Dane has learned along the way is that a team-based approach to business or sports will dramatically improve overall performance. This approach serves as the cornerstone of Dane’s practice with AP2Retirement Income Advisors. Recognizing a need in the financial industry for independent, unbiased financial advice and sound financial education, he utilizes a team of experienced professionals and specialists in the areas of college planning, investment management, business planning, and estate planning. Whether working with an individual or a corporation, Dane takes the time to educate his clients on the strategy and benefits that keep his clients engaged and on course with their financial vision.
Dane was born and raised in Chicago. He has two grown sons, Darren and Seth, and a daughter-in-law, Jeanne. Dane is also a proud grandfather to Elijah and Sasha. Married for 29 years, he and his wife, Adrienne, are avid tennis players and when not working, are usually out on the tennis courts.
Wealth Coach – Wealth Teams Alliance
Investment Advisory Representative (IAR) – AP2Retirement Income Advisors
15520 Rockfield Blvd, Suite G, Irvine, CA 92618
Office. 949.900.0099 x509
Fax. 949.900.0247
[email protected]
www.ap2retirementincomeadvisors.com
www.wealth-teams.com