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
Dane@ap2ria.com
www.ap2retirementincomeadvisors.com
www.wealth-teams.com

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.