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Dan Richey

Dan Richey

Retirement Planner Consultant

With over 15 years of experience in financial services, I specialize in providing comprehensive financial planning and analysis for individuals, families, and businesses. My expertise includes managing 401k, 403b, TSAs, and Pension accounts, as well as guiding clients in equity and bond investments, annuities, and insurance solutions. As a dedicated retirement coach and people manager, I have received multiple awards for outstanding investment services and leadership in the industry.

Outside of my professional life, I am happily married to my wife Rachael, and together we are proud parents to four wonderful children - Hannah, Lincoln, Rylie, and Grace.