Dan graduated from Indiana University in 1985 and has been sharpening and polishing his investment management skills ever since. Dan’s philosophy is the same as you’d expect from your doctor or your lawyer: practicing is a lifelong endeavor of learning the new, applying what works, and being ready to change whenever a change is necessary to master the future for clients.
Dan is a CFP® professional, an AIF® designee, and holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®. Palmer Retirement Consulting institutional clients range from retirement plans with 20 participants to some of the largest plans in Indiana. Our practice is committed to doing business locally whenever possible.
Dan has been married for 33 years. He and his wife have four children and a lake house where they boat, waterski, and wake surf. When it’s too cold for any of that, they snow ski. Dan is a Bears, Cubs, and Pacers fan. He supports Junior Achievement and, passionately, the basketball Mastodons of Purdue Fort Wayne. He’s looking forward to seeing you in the stands at home games.
Retirement Plan Service Manager
John is a graduate of Indiana University at Fort Wayne with a concentration in business and holds FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network® along with life and health insurance licenses. He has extensive experience at One Resource Group, Chase Bank, Fifth Third Bank, and Lincoln Financial.
John provides service and support to our plan sponsor clients and their participants, anticipating their needs and helping eliminate surprises. He’s married with three children and enjoys traveling and spending time at his pool.
Client Service Manager
Kristina helps implement and coordinate all facets of client service for both our plan sponsor and wealth management clients. Her organizational skills and expertise in market research, competitive analysis, and demographics help keep us, and our clients, ahead of the information curve.
Kristina has decades of experience at Comcast; she enjoys traveling and spending time at the lake.